Filed May 2, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,195 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$22,999 |
Form 5500 reported that benefits due were not provided when due.
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 | $413,407 | $68,868+500.3% | $183,328+125.5% | $67,986+508.1% |
| Participation rate | 99.4% | 57.0%+42.4pp | 77.3%+22.1pp | 57.2%+42.2pp |
| Annual return | 17.27% | 28.80%-11.5pp | 29.67%-12.4pp | 31.67%-14.4pp |
| Employer contribution / active EE | $19,009 | $2,917+551.7% | $5,055+276.0% | $2,019+841.7% |
| Participant deferral / active EE | $22,716 | $4,364+420.6% | $6,795+234.3% | $3,358+576.5% |
| Admin fee / account holder | $4 | $3,805-99.9% | $21,427-100.0% | $3,203-99.9% |