Filed February 7, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,275,237 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $466,364 |
BAKER & HOSTETLER LLP1 year Service code 29 · EIN 34-0082025 | Legal | $6,595 |
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 | $54,044 | $46,969+15.1% | $154,110-64.9% | $73,367-26.3% |
| Participation rate | 73.9% | 72.4%+1.5pp | 83.0%-9.2pp | 69.5%+4.4pp |
| Annual return | -3.63% | 821.68%-825.3pp | 735.22%-738.9pp | 173.45%-177.1pp |
| Employer contribution / active EE | $1,763 | $1,723+2.3% | $5,298-66.7% | $2,499-29.4% |
| Participant deferral / active EE | $3,469 | $3,162+9.7% | $5,081-31.7% | $4,033-14.0% |
| Admin fee / account holder | $77 | $47+64.9% | $13,412-99.4% | $68+12.4% |