Filed August 8, 2019 (most recent of 10 filings on file)
Total covered: 65 employees
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OPS.CO,INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,997,039 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,669,654 |
BANNER HEALTH10+ years Service code 16 · EIN 45-0233470 | Consulting | $300,570 |
FID INV INST OPS CO9 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 | $89,583 | $73,283+22.2% | $155,556-42.4% | $106,553-15.9% |
| Participation rate | 69.1% | 73.3%-4.2pp | 78.2%-9.1pp | 69.8%-0.8pp |
| Annual return | 15.53% | 15.76%-0.2pp | 64.84%-49.3pp | 17.37%-1.8pp |
| Employer contribution / active EE | $2,192 | $2,241-2.2% | $4,675-53.1% | $3,359-34.7% |
| Participant deferral / active EE | $5,182 | $4,567+13.5% | $5,631-8.0% | $5,562-6.8% |
| Admin fee / account holder | $72 | $56+29.2% | $15,885-99.5% | $80-9.3% |