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 CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $92,050 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,506 |
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 | $34,399 | $45,000-23.6% | $143,797-76.1% | $77,906-55.8% |
| Participation rate | 70.0% | 66.8%+3.2pp | 80.3%-10.3pp | 73.7%-3.7pp |
| Annual return | -15.38% | 29.03%-44.4pp | -0.04%-15.3pp | 12.16%-27.5pp |
| Employer contribution / active EE | $2,791 | $1,870+49.3% | $4,952-43.6% | $2,846-2.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $71 | $98-28.1% | $14,679-99.5% | $133-46.6% |