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 | $1,062,204 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,029,057 |
GROOM LAW GROUP6+ years Service code 29 · EIN 52-1219029 | Legal | $340,821 |
RVK, INC.6+ years Filed as: RV KUHNS Service code 16 · EIN 93-0910652 | Consulting | $85,683 |
ADP BROKER-DEALER6+ years Filed as: ADP Service code 15 · EIN 13-3036745 | Recordkeeping | $35,035 |
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 | $173,358 | $164,350+5.5% | $95,968+80.6% | $106,273+63.1% |
| Participation rate | 96.4% | 90.5%+5.9pp | 77.1%+19.3pp | 70.8%+25.6pp |
| Annual return | 19.59% | 14.56%+5.0pp | 91.65%-72.1pp | 21.70%-2.1pp |
| Employer contribution / active EE | $5,938 | $4,292+38.4% | $2,542+133.6% | $2,722+118.1% |
| Participant deferral / active EE | $9,081 | $7,854+15.6% | $4,167+117.9% | $4,601+97.3% |
| Admin fee / account holder | $80 | $65+22.0% | $6,798-98.8% | $78+1.9% |