Filed October 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $355,249 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $149,420 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $39,979 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,947 | $68,110+7.1% | $155,556-53.1% | $99,313-26.5% |
| Participation rate | 73.8% | 67.8%+6.0pp | 78.2%-4.4pp | 71.7%+2.1pp |
| Annual return | 14.20% | 16.16%-2.0pp | 64.84%-50.6pp | 17.67%-3.5pp |
| Employer contribution / active EE | $2,106 | $2,291-8.1% | $4,675-55.0% | $3,264-35.5% |
| Participant deferral / active EE | $3,623 | $3,865-6.2% | $5,631-35.7% | $5,346-32.2% |
| Admin fee / account holder | $88 | $94-6.2% | $15,885-99.4% | $109-19.2% |