Filed August 8, 2019 (most recent of 10 filings on file)
Total covered: 65 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $211,388 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,824 |
BANNER HEALTH3+ years Service code 14 · EIN 45-0233470 | Plan Administrator | $13,139 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $5,000 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,427 | $53,684-60.1% | $170,435-87.4% | $80,976-73.5% |
| Participation rate | 39.1% | 69.2%-30.1pp | 83.6%-44.5pp | 68.3%-29.1pp |
| Annual return | 17.55% | 25.97%-8.4pp | 205.94%-188.4pp | 22.91%-5.4pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,432-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $102 | $3,017-96.6% | $4,939-97.9% | $3,848-97.4% |
| Admin fee / account holder | $33 | $46-28.1% | $13,881-99.8% | $67-50.6% |