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 | $1,370,407 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,319,387 |
GROOM LAW GROUP7+ years Service code 29 · EIN 52-1219029 | Legal | $412,863 |
RVK, INC.7+ years Filed as: RV KUHNS Service code 16 · EIN 93-0910652 | Consulting | $141,794 |
ADP BROKER-DEALER7+ years Filed as: ADP Service code 15 · EIN 13-3036745 | Recordkeeping | $37,202 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,394 | $171,796+0.3% | $111,297+54.9% | $106,520+61.8% |
| Participation rate | 95.6% | 88.6%+7.0pp | 77.3%+18.3pp | 71.3%+24.2pp |
| Annual return | 20.07% | 18.62%+1.5pp | 54.65%-34.6pp | 19.28%+0.8pp |
| Employer contribution / active EE | $5,546 | $4,687+18.3% | $2,731+103.1% | $2,840+95.2% |
| Participant deferral / active EE | $8,739 | $7,845+11.4% | $4,487+94.8% | $4,948+76.6% |
| Admin fee / account holder | $80 | $69+15.6% | $7,964-99.0% | $75+7.7% |