Filed May 13, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $807,144 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $182,464 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,311 | $63,356-47.4% | $102,437-67.5% | $106,553-68.7% |
| Participation rate | 90.5% | 84.3%+6.2pp | 74.5%+15.9pp | 69.8%+20.6pp |
| Annual return | 12.67% | 14.77%-2.1pp | 24.95%-12.3pp | 17.37%-4.7pp |
| Employer contribution / active EE | $1,429 | $4,310-66.8% | $3,871-63.1% | $3,359-57.4% |
| Participant deferral / active EE | $3,698 | $3,479+6.3% | $5,060-26.9% | $5,562-33.5% |
| Admin fee / account holder | $54 | $110-50.9% | $8,388-99.4% | $80-32.1% |