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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INSTITUTIONAL OP CO IN Service code 37 · EIN 04-2647786 | Loan Processing | $498,889 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $486,834 |
GROOM LAW GROUP1+ years Service code 29 · EIN 52-1219029 | Legal | $299,662 |
RVK, INC.1+ years Filed as: RV KUHNS Service code 16 · EIN 93-0910652 | Consulting | $80,712 |
BENZ COMMUNICATIONS1+ years Service code 38 · EIN 20-5115010 | Participant Communication | $59,168 |
ADP BROKER-DEALER1+ years Filed as: ADP Service code 15 · EIN 13-3036745 | Recordkeeping | $35,236 |
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 | $118,422 | $111,064+6.6% | $67,652+75.0% | $69,651+70.0% |
| Participation rate | 97.3% | 86.0%+11.3pp | 75.7%+21.7pp | 66.6%+30.8pp |
| Annual return | 11.43% | 2.77%+8.7pp | 6625.40%-6614.0pp | 53.77%-42.3pp |
| Employer contribution / active EE | $4,487 | $3,328+34.8% | $2,266+98.0% | $2,241+100.3% |
| Participant deferral / active EE | $6,509 | $6,396+1.8% | $3,560+82.9% | $3,635+79.1% |
| Admin fee / account holder | $53 | $72-25.8% | $4,821-98.9% | $63-15.6% |