Filed May 15, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,371 |
USI CONSULTING GROUP3 years Service code 49 · EIN 34-1213174 | Other Services | $9,500 |
Filed as: FIDELITY INV INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,859 | $99,168-39.6% | $96,534-38.0% | $74,460-19.6% |
| Participation rate | 85.3% | 80.7%+4.6pp | 76.0%+9.3pp | 70.7%+14.5pp |
| Annual return | 19.18% | 22.40%-3.2pp | 25.88%-6.7pp | 34.38%-15.2pp |
| Employer contribution / active EE | $3,271 | $2,570+27.3% | $2,965+10.3% | $2,638+24.0% |
| Participant deferral / active EE | $5,359 | $4,936+8.6% | $4,851+10.5% | $4,530+18.3% |
| Admin fee / account holder | $23 | $225-89.7% | $8,253-99.7% | $348-93.4% |