Filed March 31, 2016 (most recent of 5 filings on file)
Total covered: 212 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $165,184 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $121,884 |
NEPC, LLC4 years Service code 16 · EIN 26-1429809 | Consulting | $84,575 |
BUCK GLOBAL, LLC4 years Filed as: BUCK GLOBAL LLC Service code 16 · EIN 83-1116912 | Consulting | $52,258 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,760 | $110,258+189.1% | $102,460+211.1% | $200,096+59.3% |
| Participation rate | 91.9% | 86.3%+5.6pp | 76.5%+15.4pp | 72.0%+19.9pp |
| Annual return | 8.52% | 35.78%-27.3pp | 29.47%-21.0pp | 34.26%-25.7pp |
| Employer contribution / active EE | $12,968 | $3,605+259.8% | $3,025+328.7% | $3,038+326.9% |
| Participant deferral / active EE | $10,800 | $6,377+69.4% | $5,056+113.6% | $5,090+112.2% |
| Admin fee / account holder | $84 | $122-31.6% | $9,460-99.1% | $269-68.9% |