Filed March 9, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2654524 245 SUMMER STREET · BOSTON, MA 02210 | Advisory (Plan) | $142,591 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $75,000 |
Filed as: FIDELITY INVESTMENT INSTITUTE OPER Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Loan Processing | $20,748 |
Filed as: FIDELITY INVESTMENTS INSTITUTE OPER Service code 60 | Sub-TA Fees | $0 |
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 | $172,169 | $112,711+52.8% | $170,055+1.2% | $80,187+114.7% |
| Participation rate | 98.2% | 87.4%+10.8pp | 87.0%+11.2pp | 72.9%+25.3pp |
| Annual return | 17.75% | 67.06%-49.3pp | 53.43%-35.7pp | 40.40%-22.7pp |
| Employer contribution / active EE | $7,567 | $4,488+68.6% | $6,790+11.4% | $2,980+154.0% |
| Participant deferral / active EE | $8,950 | $7,861+13.9% | $10,410-14.0% | $5,016+78.4% |
| Admin fee / account holder | $49 | $99-50.5% | $12,828-99.6% | $145-66.1% |