Filed August 8, 2019 (most recent of 10 filings on file)
Total covered: 65 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS.CO,INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,368,940 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,698,382 |
BANNER HEALTH9+ years Service code 16 · EIN 45-0233470 | Consulting | $5,035 |
FID INV INST OPS CO8 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,539 | $68,330+12.0% | $149,673-48.9% | $96,393-20.6% |
| Participation rate | 68.9% | 74.6%-5.7pp | 78.8%-9.9pp | 71.3%-2.4pp |
| Annual return | 18.62% | 29.64%-11.0pp | 134.42%-115.8pp | 22.88%-4.3pp |
| Employer contribution / active EE | $2,183 | $2,139+2.0% | $4,818-54.7% | $3,238-32.6% |
| Participant deferral / active EE | $5,085 | $4,422+15.0% | $5,680-10.5% | $5,455-6.8% |
| Admin fee / account holder | $73 | $52+40.0% | $13,210-99.4% | $74-1.5% |