Filed February 21, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INSTITUTIONAL OP CO IN Service code 37 · EIN 04-2647786 | Loan Processing | $63,842 |
GROOM LAW GROUP1+ years Service code 29 · EIN 52-1219029 | Legal | $40,315 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,486 |
RVK, INC.1+ years Filed as: RV KUHNS Service code 16 · EIN 93-0910652 | Consulting | $5,676 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,090 | $71,957-23.4% | $67,653-18.6% | $59,188-6.9% |
| Participation rate | 73.1% | 82.7%-9.6pp | 75.7%-2.6pp | 69.4%+3.6pp |
| Annual return | 2.29% | 8.53%-6.2pp | 6625.22%-6622.9pp | 5.51%-3.2pp |
| Employer contribution / active EE | $1,860 | $2,432-23.5% | $2,266-17.9% | $2,098-11.3% |
| Participant deferral / active EE | $1,563 | $4,211-62.9% | $3,560-56.1% | $3,265-52.1% |
| Admin fee / account holder | $86 | $64+34.4% | $4,821-98.2% | $92-6.5% |