Filed May 13, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $887,431 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $213,094 |
REHMANN ROBSON1 year Filed as: REHMANN Service code 10 · EIN 38-3567911 | Accounting | $33,330 |
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 | $40,379 | $165,320-75.6% | $119,126-66.1% | $165,320-75.6% |
| Participation rate | 82.8% | 81.8%+1.0pp | 75.8%+7.1pp | 81.8%+1.0pp |
| Annual return | 17.46% | 12.93%+4.5pp | 282.11%-264.6pp | 12.93%+4.5pp |
| Employer contribution / active EE | $1,398 | $4,428-68.4% | $4,034-65.3% | $4,428-68.4% |
| Participant deferral / active EE | $3,732 | $7,228-48.4% | $5,318-29.8% | $7,228-48.4% |
| Admin fee / account holder | $66 | $137-52.0% | $10,693-99.4% | $137-52.0% |