Filed June 23, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $152,668 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$272,155 |
Form 5500 reported that benefits due were not provided when due.
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 | $148,709 | $122,585+21.3% | $184,256-19.3% | $200,096-25.7% |
| Participation rate | 96.5% | 86.9%+9.6pp | 86.8%+9.7pp | 72.0%+24.5pp |
| Annual return | 15.45% | 144.12%-128.7pp | 28.85%-13.4pp | 34.26%-18.8pp |
| Employer contribution / active EE | $6,040 | $4,571+32.1% | $6,427-6.0% | $3,038+98.8% |
| Participant deferral / active EE | $11,344 | $7,972+42.3% | $9,133+24.2% | $5,090+122.9% |
| Admin fee / account holder | $33 | $120-72.6% | $13,899-99.8% | $269-87.8% |