Filed April 22, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $567,744 |
KPMG LLP2 years Service code 29 · EIN 13-5565207 | Legal | $68,333 |
SEYFARTH SHAW LLP3 years Service code 29 · EIN 36-2152202 | Legal | $26,099 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,443 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $70,395 | $68,110+3.4% | $155,556-54.7% | $99,313-29.1% |
| Participation rate | 88.6% | 67.8%+20.8pp | 78.2%+10.3pp | 71.7%+16.9pp |
| Annual return | 13.33% | 16.16%-2.8pp | 64.84%-51.5pp | 17.67%-4.3pp |
| Employer contribution / active EE | $607 | $2,291-73.5% | $4,675-87.0% | $3,264-81.4% |
| Participant deferral / active EE | $3,603 | $3,865-6.8% | $5,631-36.0% | $5,346-32.6% |
| Admin fee / account holder | $63 | $94-33.3% | $15,885-99.6% | $109-42.6% |