Filed April 5, 2017 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,006,865 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $863,036 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $71,933 | $63,356+13.5% | $102,437-29.8% | $106,553-32.5% |
| Participation rate | 48.8% | 84.3%-35.5pp | 74.5%-25.7pp | 69.8%-21.1pp |
| Annual return | 22.80% | 14.77%+8.0pp | 24.95%-2.1pp | 17.37%+5.4pp |
| Employer contribution / active EE | $2,103 | $4,310-51.2% | $3,871-45.7% | $3,359-37.4% |
| Participant deferral / active EE | $4,049 | $3,479+16.4% | $5,060-20.0% | $5,562-27.2% |
| Admin fee / account holder | $61 | $110-44.5% | $8,388-99.3% | $80-23.3% |