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 | $122,259-43.8% | $147,005-53.3% | $199,768-65.6% |
| Participation rate | 96.9% | 78.3%+18.6pp | 82.2%+14.7pp | 72.0%+24.9pp |
| Annual return | 22.11% | 30.58%-8.5pp | 418.76%-396.7pp | 34.26%-12.1pp |
| Employer contribution / active EE | $2,111 | $4,097-48.5% | $4,934-57.2% | $3,037-30.5% |
| Participant deferral / active EE | $8,683 | $8,504+2.1% | $8,070+7.6% | $5,090+70.6% |
| Admin fee / account holder | $9 | $179-95.0% | $13,006-99.9% | $269-96.7% |