Filed February 7, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $502,095 |
BAKER & HOSTETLER LLP6 years Service code 29 · EIN 34-0082025 | Legal | $1,704 |
FID INV INST OPS CO8 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$61,991 |
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 | $83,072 | $68,330+21.6% | $149,740-44.5% | $96,393-13.8% |
| Participation rate | 76.2% | 74.6%+1.6pp | 78.8%-2.6pp | 71.3%+4.9pp |
| Annual return | 20.14% | 29.64%-9.5pp | 134.51%-114.4pp | 22.88%-2.7pp |
| Employer contribution / active EE | $2,474 | $2,139+15.7% | $4,821-48.7% | $3,239-23.6% |
| Participant deferral / active EE | $4,842 | $4,422+9.5% | $5,683-14.8% | $5,455-11.2% |
| Admin fee / account holder | $16 | $52-69.7% | $13,222-99.9% | $74-78.7% |