Filed February 7, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $540,991 |
BAKER & HOSTETLER LLP5 years Service code 29 · EIN 34-0082025 | Legal | $13,324 |
FID INV INST OPS CO7 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$424,686 |
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 | $70,181 | $83,057-15.5% | $143,801-51.2% | $89,433-21.5% |
| Participation rate | 77.9% | 74.0%+3.9pp | 80.3%-2.4pp | 71.3%+6.6pp |
| Annual return | -18.15% | -13.97%-4.2pp | -0.04%-18.1pp | -11.88%-6.3pp |
| Employer contribution / active EE | $2,417 | $2,095+15.4% | $4,952-51.2% | $3,021-20.0% |
| Participant deferral / active EE | $4,829 | $4,281+12.8% | $5,639-14.4% | $5,125-5.8% |
| Admin fee / account holder | $5 | $83-94.4% | $14,680-100.0% | $79-94.2% |