Filed August 8, 2019 (most recent of 10 filings on file)
Total covered: 65 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS.CO,INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,235,277 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,245,960 |
BANNER HEALTH7+ years Service code 14 · EIN 45-0233470 | Plan Administrator | $199,382 |
FID INV INST OPS CO6 years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,572 | $68,062+24.3% | $185,854-54.5% | $106,520-20.6% |
| Participation rate | 69.3% | 75.2%-6.0pp | 81.7%-12.5pp | 71.3%-2.1pp |
| Annual return | 18.27% | 18.20%+0.1pp | 122.12%-103.8pp | 19.28%-1.0pp |
| Employer contribution / active EE | $1,985 | $1,997-0.6% | $5,169-61.6% | $2,840-30.1% |
| Participant deferral / active EE | $4,657 | $3,990+16.7% | $5,569-16.4% | $4,948-5.9% |
| Admin fee / account holder | $74 | $53+39.5% | $16,246-99.5% | $75-1.3% |