Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $61,726 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,222 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,638 | $106,110+74.9% | $147,005+26.3% | $77,671+139.0% |
| Participation rate | 97.0% | 78.4%+18.6pp | 82.2%+14.8pp | 70.6%+26.4pp |
| Annual return | 18.82% | 56.77%-38.0pp | 418.76%-399.9pp | 31.21%-12.4pp |
| Employer contribution / active EE | $13,101 | $4,065+222.3% | $4,934+165.5% | $2,726+380.5% |
| Participant deferral / active EE | $18,133 | $7,992+126.9% | $8,070+124.7% | $4,648+290.1% |
| Admin fee / account holder | $92 | $338-72.7% | $13,006-99.3% | $430-78.6% |