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 | $202,138 |
BANNER HEALTH8+ years Service code 14 · EIN 45-0233470 | Plan Administrator | $116,725 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,091 |
FID INV INST OPS CO7 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 | $31,947 | $83,057-61.5% | $143,801-77.8% | $89,433-64.3% |
| Participation rate | 29.3% | 74.0%-44.7pp | 80.3%-51.0pp | 71.3%-42.0pp |
| Annual return | -16.70% | -13.97%-2.7pp | -0.04%-16.7pp | -11.88%-4.8pp |
| Employer contribution / active EE | $0 | $2,095-100.0% | $4,952-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $196 | $4,281-95.4% | $5,639-96.5% | $5,125-96.2% |
| Admin fee / account holder | $79 | $83-4.6% | $14,680-99.5% | $79-0.3% |