Filed December 2, 2020 (most recent of 9 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $195,592 |
FID INV INST OPS CO2 years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $105,597 |
FID INV INST OPS CO2 years Filed as: FID INV INST OPS LLC Service code 60 | Sub-TA Fees | $0 |
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 | $75,709 | $68,110+11.2% | $155,574-51.3% | $99,269-23.7% |
| Participation rate | 92.5% | 67.8%+24.7pp | 78.2%+14.3pp | 71.7%+20.8pp |
| Annual return | 15.96% | 16.16%-0.2pp | 64.87%-48.9pp | 17.66%-1.7pp |
| Employer contribution / active EE | $1,269 | $2,291-44.6% | $4,676-72.9% | $3,265-61.1% |
| Participant deferral / active EE | $5,899 | $3,865+52.6% | $5,629+4.8% | $5,344+10.4% |
| Admin fee / account holder | $101 | $94+7.7% | $15,914-99.4% | $109-7.2% |