Filed March 8, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $192,441 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $134,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $220,194 | $110,282+99.7% | $102,423+115.0% | $199,921+10.1% |
| Participation rate | 60.1% | 86.3%-26.2pp | 76.5%-16.4pp | 72.0%-11.9pp |
| Annual return | 16.21% | 35.75%-19.5pp | 29.42%-13.2pp | 34.28%-18.1pp |
| Employer contribution / active EE | $5,855 | $3,603+62.5% | $3,023+93.7% | $3,035+92.9% |
| Participant deferral / active EE | $9,196 | $6,376+44.2% | $5,054+81.9% | $5,089+80.7% |
| Admin fee / account holder | $88 | $122-28.0% | $9,455-99.1% | $269-67.3% |