Filed December 6, 2016
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTITUIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $701,437 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $214,081 |
Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,915 | $111,064+8.9% | $67,652+78.7% | $69,651+73.6% |
| Participation rate | 99.0% | 86.0%+13.0pp | 75.7%+23.3pp | 66.6%+32.4pp |
| Annual return | -0.15% | 2.77%-2.9pp | 6625.40%-6625.5pp | 53.77%-53.9pp |
| Employer contribution / active EE | $4,519 | $3,328+35.8% | $2,266+99.5% | $2,241+101.7% |
| Participant deferral / active EE | $8,431 | $6,396+31.8% | $3,560+136.8% | $3,635+131.9% |
| Admin fee / account holder | $72 | $72+0.5% | $4,821-98.5% | $63+14.3% |