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 | $797,535 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $793,832 |
GROOM LAW GROUP4+ years Service code 29 · EIN 52-1219029 | Legal | $265,666 |
RVK, INC.4+ years Filed as: RV KUHNS Service code 16 · EIN 93-0910652 | Consulting | $68,035 |
ADP BROKER-DEALER4+ years Filed as: ADP Service code 15 · EIN 13-3036745 | Recordkeeping | $39,326 |
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 | $127,691 | $127,796-0.1% | $76,768+66.3% | $73,367+74.0% |
| Participation rate | 97.2% | 88.2%+9.0pp | 77.0%+20.2pp | 69.5%+27.7pp |
| Annual return | -1.37% | -2.31%+0.9pp | 2.43%-3.8pp | 173.45%-174.8pp |
| Employer contribution / active EE | $5,268 | $3,931+34.0% | $2,485+112.0% | $2,499+110.8% |
| Participant deferral / active EE | $7,803 | $6,924+12.7% | $3,852+102.6% | $4,033+93.5% |
| Admin fee / account holder | $69 | $66+4.7% | $6,676-99.0% | $68+1.6% |