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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,306 | $79,700+337.0% | $153,485+126.9% | $74,495+367.6% |
| Participation rate | 98.5% | 69.8%+28.7pp | 77.1%+21.4pp | 67.2%+31.3pp |
| Annual return | 23.79% | 15.07%+8.7pp | 15.65%+8.1pp | 1364.94%-1341.2pp |
| Employer contribution / active EE | $17,101 | $4,016+325.8% | $5,039+239.4% | $2,623+552.0% |
| Participant deferral / active EE | $20,348 | $5,315+282.9% | $6,757+201.1% | $4,346+368.2% |
| Admin fee / account holder | -$8 | $1,790-100.5% | $12,724-100.1% | $1,942-100.4% |