Filed February 7, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $867,032 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $184,039 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $7,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,652 | $49,270+96.2% | $156,551-38.3% | $329,111-70.6% |
| Participation rate | 29.5% | 68.1%-38.6pp | 84.0%-54.5pp | 67.9%-38.3pp |
| Annual return | 8.42% | 23.25%-14.8pp | 32.23%-23.8pp | 16.35%-7.9pp |
| Employer contribution / active EE | $1,336 | $1,534-13.0% | $5,501-75.7% | $2,303-42.0% |
| Participant deferral / active EE | $3,022 | $2,920+3.5% | $4,871-38.0% | $3,682-17.9% |
| Admin fee / account holder | $105 | $51+108.5% | $13,028-99.2% | $754-86.0% |