Filed February 7, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $452,917 |
BAKER & HOSTETLER LLP4 years Service code 29 · EIN 34-0082025 | Legal | $3,888 |
FID INV INST OPS CO6 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$139,134 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,332 | $68,062+25.4% | $185,854-54.1% | $106,520-19.9% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.7%-3.1pp | 71.3%+7.3pp |
| Annual return | 12.65% | 18.20%-5.6pp | 122.12%-109.5pp | 19.28%-6.6pp |
| Employer contribution / active EE | $2,275 | $1,997+13.9% | $5,169-56.0% | $2,840-19.9% |
| Participant deferral / active EE | $4,528 | $3,990+13.5% | $5,569-18.7% | $4,948-8.5% |
| Admin fee / account holder | $12 | $53-77.8% | $16,246-99.9% | $75-84.3% |