Filed December 6, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $923,281 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $439,194 |
MERCER1 year Service code 27 · EIN 36-2668272 | Advisory (Plan) | $41,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,472 | $166,271+75.3% | $113,397+157.0% | $166,271+75.3% |
| Participation rate | 96.6% | 79.1%+17.5pp | 76.5%+20.1pp | 79.1%+17.5pp |
| Annual return | 18.45% | 15.58%+2.9pp | 23.20%-4.7pp | 15.58%+2.9pp |
| Employer contribution / active EE | $7,822 | $4,136+89.1% | $2,977+162.7% | $4,136+89.1% |
| Participant deferral / active EE | $17,040 | $7,214+136.2% | $5,076+235.7% | $7,214+136.2% |
| Admin fee / account holder | $109 | $445-75.6% | $11,957-99.1% | $445-75.6% |