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 | $162,427 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,667 |
BANNER HEALTH4+ years Service code 14 · EIN 45-0233470 | Plan Administrator | $15,184 |
FID INV INST OPS CO3 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,001 | $46,969-48.9% | $154,110-84.4% | $73,367-67.3% |
| Participation rate | 33.8% | 72.4%-38.6pp | 83.0%-49.2pp | 69.5%-35.7pp |
| Annual return | -5.95% | 821.68%-827.6pp | 735.22%-741.2pp | 173.45%-179.4pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $142 | $3,162-95.5% | $5,081-97.2% | $4,033-96.5% |
| Admin fee / account holder | $38 | $47-18.7% | $13,412-99.7% | $68-44.6% |