Filed February 7, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $827,826 |
BAKER & HOSTETLER LLP7 years Service code 29 · EIN 34-0082025 | Legal | $5,000 |
FID INV INST OPS CO9 years Filed as: FID INV INSTL OPS CO Service code 13 · EIN 04-2647786 | Contract Administrator | -$194,116 |
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 | $93,684 | $73,283+27.8% | $155,556-39.8% | $106,553-12.1% |
| Participation rate | 73.6% | 73.3%+0.3pp | 78.2%-4.6pp | 69.8%+3.7pp |
| Annual return | 15.72% | 15.76%0pp | 64.84%-49.1pp | 17.37%-1.6pp |
| Employer contribution / active EE | $2,583 | $2,241+15.3% | $4,675-44.8% | $3,359-23.1% |
| Participant deferral / active EE | $4,958 | $4,567+8.6% | $5,631-12.0% | $5,562-10.9% |
| Admin fee / account holder | $22 | $56-61.0% | $15,885-99.9% | $80-72.6% |