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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $166,271-75.7% | $107,187-62.3% | $166,271-75.7% |
| Participation rate | 82.8% | 79.1%+3.7pp | 75.0%+7.8pp | 79.1%+3.7pp |
| Annual return | 17.46% | 15.58%+1.9pp | 204.55%-187.1pp | 15.58%+1.9pp |
| Employer contribution / active EE | $1,398 | $4,136-66.2% | $3,782-63.0% | $4,136-66.2% |
| Participant deferral / active EE | $3,732 | $7,214-48.3% | $5,096-26.8% | $7,214-48.3% |
| Admin fee / account holder | $66 | $445-85.2% | $9,162-99.3% | $445-85.2% |