Filed March 9, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 245 SUMMER ST. · BOSTON, MA 02210 | Advisory (Plan) | $23,716 |
Filed as: FIDELITY INVESTMENTS INSTITUTE OPS Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Loan Processing | -$39,067 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $179,940 | $110,699+62.5% | $177,839+1.2% | $90,274+99.3% |
| Participation rate | 99.2% | 88.3%+10.9pp | 87.7%+11.5pp | 73.4%+25.9pp |
| Annual return | 11.56% | 22.79%-11.2pp | 48.33%-36.8pp | 53.97%-42.4pp |
| Employer contribution / active EE | $7,769 | $4,118+88.6% | $5,919+31.3% | $2,523+207.9% |
| Participant deferral / active EE | $8,453 | $6,731+25.6% | $7,714+9.6% | $4,231+99.8% |
| Admin fee / account holder | -$4 | $90-104.1% | $12,432-100.0% | $114-103.3% |