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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,709 | $67,679+11.9% | $155,509-51.3% | $99,062-23.6% |
| Participation rate | 92.5% | 67.2%+25.3pp | 78.2%+14.3pp | 71.6%+20.9pp |
| Annual return | 15.96% | 16.16%-0.2pp | 64.67%-48.7pp | 17.66%-1.7pp |
| Employer contribution / active EE | $1,269 | $2,268-44.1% | $4,672-72.8% | $3,262-61.1% |
| Participant deferral / active EE | $5,899 | $3,828+54.1% | $5,626+4.8% | $5,331+10.6% |
| Admin fee / account holder | $101 | $94+8.1% | $15,912-99.4% | $109-7.1% |