Filed February 7, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $327,749 |
BAKER & HOSTETLER LLP3 years Service code 29 · EIN 34-0082025 | Legal | $25,235 |
FID INV INST OPS CO5 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$73,006 |
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 | $78,784 | $66,513+18.4% | $178,510-55.9% | $106,273-25.9% |
| Participation rate | 76.8% | 73.8%+3.0pp | 81.9%-5.2pp | 70.8%+6.0pp |
| Annual return | 23.35% | 21.81%+1.5pp | 151.13%-127.8pp | 21.70%+1.7pp |
| Employer contribution / active EE | $2,132 | $1,776+20.1% | $5,011-57.5% | $2,722-21.7% |
| Participant deferral / active EE | $4,146 | $3,679+12.7% | $5,202-20.3% | $4,601-9.9% |
| Admin fee / account holder | $11 | $53-79.5% | $13,988-99.9% | $78-86.0% |