Filed April 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,018 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$15,319 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,716 | $122,128-43.7% | $147,117-53.3% | $200,096-65.7% |
| Participation rate | 96.9% | 78.2%+18.7pp | 82.2%+14.7pp | 72.0%+24.9pp |
| Annual return | 22.11% | 30.58%-8.5pp | 420.54%-398.4pp | 34.26%-12.1pp |
| Employer contribution / active EE | $2,111 | $4,093-48.4% | $4,932-57.2% | $3,038-30.5% |
| Participant deferral / active EE | $8,683 | $8,484+2.3% | $8,065+7.7% | $5,090+70.6% |
| Admin fee / account holder | $9 | $180-95.1% | $12,993-99.9% | $269-96.7% |