Filed July 6, 2015 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,205,325 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,393,949 |
7SM1 year Service code 16 · EIN 20-4028622 | Consulting | $395,715 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $375,804 |
CLARK NUBER1 year Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $69,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,271 | $73,283+27.3% | $155,556-40.0% | $106,553-12.5% |
| Participation rate | 86.9% | 73.3%+13.6pp | 78.2%+8.7pp | 69.8%+17.1pp |
| Annual return | 15.99% | 15.76%+0.2pp | 64.84%-48.8pp | 17.37%-1.4pp |
| Employer contribution / active EE | $6,014 | $2,241+168.4% | $4,675+28.6% | $3,359+79.1% |
| Participant deferral / active EE | $9,656 | $4,567+111.5% | $5,631+71.5% | $5,562+73.6% |
| Admin fee / account holder | $60 | $56+6.6% | $15,885-99.6% | $80-25.1% |