Filed September 25, 2019 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7 years Service code 15 · EIN 04-2647786 | Recordkeeping | $165,696 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS Service code 26 · EIN 04-2654524 | Advisory (Participants) | $20,157 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,070 | $53,136+88.3% | $155,509-35.7% | $199,593-49.9% |
| Participation rate | 59.4% | 64.1%-4.7pp | 78.2%-18.8pp | 72.0%-12.6pp |
| Annual return | 13.38% | 41.15%-27.8pp | 64.67%-51.3pp | 34.25%-20.9pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,474 | $3,161+41.5% | $5,626-20.5% | $5,087-12.0% |
| Admin fee / account holder | $158 | $185-14.8% | $15,912-99.0% | $269-41.2% |