Filed August 8, 2019 (most recent of 10 filings on file)
Total covered: 65 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $832,808 |
BANNER HEALTH2+ years Service code 14 · EIN 45-0233470 | Plan Administrator | $379,803 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV. INST. OPS.CO,INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$55,164 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,381 | $49,270+10.4% | $156,551-65.3% | $329,111-83.5% |
| Participation rate | 79.3% | 68.1%+11.2pp | 84.0%-4.7pp | 67.9%+11.4pp |
| Annual return | 7.98% | 23.25%-15.3pp | 32.23%-24.3pp | 16.35%-8.4pp |
| Employer contribution / active EE | $1,376 | $1,534-10.3% | $5,501-75.0% | $2,303-40.3% |
| Participant deferral / active EE | $3,142 | $2,920+7.6% | $4,871-35.5% | $3,682-14.7% |
| Admin fee / account holder | $28 | $51-45.5% | $13,028-99.8% | $754-96.3% |