Filed July 10, 2019
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $737,937 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $335,779 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $91,125 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $22,330 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,691 | $73,283+57.9% | $155,556-25.6% | $106,553+8.6% |
| Participation rate | 82.5% | 73.3%+9.3pp | 78.2%+4.3pp | 69.8%+12.7pp |
| Annual return | 15.56% | 15.76%-0.2pp | 64.84%-49.3pp | 17.37%-1.8pp |
| Employer contribution / active EE | $2,210 | $2,241-1.3% | $4,675-52.7% | $3,359-34.2% |
| Participant deferral / active EE | $8,061 | $4,567+76.5% | $5,631+43.2% | $5,562+44.9% |
| Admin fee / account holder | $64 | $56+14.3% | $15,885-99.6% | $80-19.7% |