Filed January 11, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $161,358 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $80,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,145 | $159,391+2.4% | $102,423+59.3% | $99,062+64.7% |
| Participation rate | 87.1% | 88.6%-1.5pp | 76.5%+10.6pp | 71.6%+15.5pp |
| Annual return | 14.56% | 19.03%-4.5pp | 29.32%-14.8pp | 17.66%-3.1pp |
| Employer contribution / active EE | $2,475 | $4,207-41.2% | $3,023-18.1% | $3,262-24.1% |
| Participant deferral / active EE | $6,529 | $7,498-12.9% | $5,053+29.2% | $5,331+22.5% |
| Admin fee / account holder | $35 | $159-78.0% | $9,451-99.6% | $109-67.8% |