Filed August 8, 2019 (most recent of 10 filings on file)
Total covered: 65 employees
| Provider | Service type | Compensation |
|---|---|---|
BANNER HEALTH5+ years Service code 14 · EIN 45-0233470 | Plan Administrator | $109,629 |
Filed as: FIDELITY INVESTMENTS INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $76,082 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,748 |
FID INV INST OPS CO4 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.
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 | $28,419 | $58,202-51.2% | $172,757-83.5% | $89,609-68.3% |
| Participation rate | 33.1% | 72.8%-39.8pp | 82.6%-49.6pp | 69.6%-36.5pp |
| Annual return | 21.26% | 61.59%-40.3pp | 803.06%-781.8pp | 33.65%-12.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,144-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $225 | $3,335-93.3% | $5,198-95.7% | $4,222-94.7% |
| Admin fee / account holder | $43 | $53-17.6% | $13,956-99.7% | $72-39.5% |