Filed May 2, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,435 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$19,822 |
Form 5500 reported that benefits due were not provided when due.
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 | $348,306 | $79,779+336.6% | $153,741+126.6% | $74,478+367.7% |
| Participation rate | 98.5% | 69.9%+28.6pp | 77.1%+21.4pp | 67.2%+31.3pp |
| Annual return | 23.79% | 15.08%+8.7pp | 15.71%+8.1pp | 1370.56%-1346.8pp |
| Employer contribution / active EE | $17,101 | $4,026+324.8% | $5,042+239.2% | $2,626+551.2% |
| Participant deferral / active EE | $20,348 | $5,329+281.9% | $6,757+201.2% | $4,350+367.7% |
| Admin fee / account holder | -$8 | $1,761-100.5% | $12,749-100.1% | $1,946-100.4% |