Filed March 10, 2015
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,514 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,000 |
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 | $202,426 | $101,591+99.3% | $147,096+37.6% | $74,429+172.0% |
| Participation rate | 88.1% | 75.5%+12.6pp | 82.2%+5.9pp | 67.2%+20.9pp |
| Annual return | 20.75% | 8746.45%-8725.7pp | 419.75%-399.0pp | 1368.38%-1347.6pp |
| Employer contribution / active EE | $2,330 | $3,813-38.9% | $4,936-52.8% | $2,625-11.2% |
| Participant deferral / active EE | $11,627 | $7,302+59.2% | $8,071+44.1% | $4,348+167.4% |
| Admin fee / account holder | $45 | $1,750-97.4% | $13,005-99.7% | $1,944-97.7% |