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 | $710,861 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $578,386 |
GROOM LAW GROUP3+ years Service code 29 · EIN 52-1219029 | Legal | $193,077 |
RVK, INC.3+ years Filed as: RV KUHNS Service code 16 · EIN 93-0910652 | Consulting | $112,151 |
ADP BROKER-DEALER3+ years Filed as: ADP Service code 15 · EIN 13-3036745 | Recordkeeping | $32,923 |
BENZ COMMUNICATIONS3+ years Service code 38 · EIN 20-5115010 | Participant Communication | $30,220 |
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 | $138,218 | $136,209+1.5% | $82,312+67.9% | $80,976+70.7% |
| Participation rate | 96.7% | 88.0%+8.7pp | 76.9%+19.8pp | 68.3%+28.5pp |
| Annual return | 21.14% | 21.54%-0.4pp | 25.88%-4.7pp | 22.91%-1.8pp |
| Employer contribution / active EE | $4,971 | $3,633+36.8% | $2,428+104.7% | $2,402+106.9% |
| Participant deferral / active EE | $7,187 | $6,693+7.4% | $3,706+93.9% | $3,848+86.8% |
| Admin fee / account holder | $65 | $62+5.3% | $5,608-98.8% | $67-2.9% |