Filed April 30, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $99,140 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $40,544 |
Filed as: CBIZ CPA'S P.C. Service code 10 · EIN 43-1947695 | Accounting | $25,631 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,459 |
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.
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 | $69,572 | $68,330+1.8% | $149,740-53.5% | $96,393-27.8% |
| Participation rate | 55.8% | 74.6%-18.8pp | 78.8%-22.9pp | 71.3%-15.4pp |
| Annual return | 1366.41% | 29.64%+1336.8pp | 134.51%+1231.9pp | 22.88%+1343.5pp |
| Employer contribution / active EE | $483 | $2,139-77.4% | $4,821-90.0% | $3,239-85.1% |
| Participant deferral / active EE | $1,613 | $4,422-63.5% | $5,683-71.6% | $5,455-70.4% |
| Admin fee / account holder | $15 | $52-71.6% | $13,222-99.9% | $74-80.0% |