Filed August 8, 2019
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $67,789 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC Service code 16 · EIN 11-3658445 | Consulting | $26,095 |
COOK STREET CONSULTING10+ years Service code 16 · EIN 84-0854432 | Consulting | $25,335 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,806 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,999 | $36,981+89.3% | $69,701+0.4% | $77,671-9.9% |
| Participation rate | 82.5% | 64.2%+18.3pp | 66.4%+16.0pp | 70.6%+11.9pp |
| Annual return | 12.62% | 29.30%-16.7pp | 100.32%-87.7pp | 31.21%-18.6pp |
| Employer contribution / active EE | $1,268 | $1,267+0.1% | $1,713-26.0% | $2,726-53.5% |
| Participant deferral / active EE | $5,136 | $2,750+86.7% | $2,887+77.9% | $4,648+10.5% |
| Admin fee / account holder | $353 | $511-30.9% | $4,717-92.5% | $430-18.1% |