Filed August 8, 2019 (most recent of 10 filings on file)
Total covered: 65 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $951,893 |
Filed as: FIDELITY INV. INST. OPS.CO,INC. Service code 37 · EIN 04-2647786 | Loan Processing | $668,428 |
BANNER HEALTH3+ years Service code 14 · EIN 45-0233470 | Plan Administrator | $141,774 |
Filed as: PAVILLION ADVISORY GROUP INC. Service code 17 · EIN 04-3831795 | Pension Consulting | $39,946 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $7,000 |
Filed as: DRINKER BIDDLE & REATH Service code 29 · EIN 23-1423089 | Legal | $5,791 |
FID INV INST OPS CO2 years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,671 | $53,684+14.9% | $170,435-63.8% | $80,976-23.8% |
| Participation rate | 62.2% | 69.2%-7.0pp | 83.6%-21.4pp | 68.3%-6.1pp |
| Annual return | 14.79% | 25.97%-11.2pp | 205.94%-191.2pp | 22.91%-8.1pp |
| Employer contribution / active EE | $1,487 | $1,642-9.4% | $5,432-72.6% | $2,402-38.1% |
| Participant deferral / active EE | $3,427 | $3,017+13.6% | $4,939-30.6% | $3,848-10.9% |
| Admin fee / account holder | $43 | $46-7.7% | $13,881-99.7% | $67-36.6% |