Filed August 19, 2015
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,273 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $68,525 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,052 | $104,919+82.1% | $116,228+64.4% | $85,563+123.3% |
| Participation rate | 99.5% | 78.6%+20.9pp | 74.6%+25.0pp | 66.0%+33.5pp |
| Annual return | 18.42% | 15.38%+3.0pp | 90.06%-71.6pp | 31.51%-13.1pp |
| Employer contribution / active EE | $18,270 | $3,485+424.2% | $2,994+510.1% | $2,654+588.5% |
| Participant deferral / active EE | $20,997 | $5,306+295.7% | $4,953+323.9% | $4,375+379.9% |
| Admin fee / account holder | $116 | $429-72.9% | $11,989-99.0% | $834-86.1% |