Filed October 3, 2019
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,008 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $75,241 | $45,022+67.1% | $85,126-11.6% | $77,714-3.2% |
| Participation rate | 18.3% | 48.7%-30.4pp | 67.5%-49.2pp | 70.6%-52.3pp |
| Annual return | 13.39% | 79.38%-66.0pp | 66.63%-53.2pp | 31.26%-17.9pp |
| Employer contribution / active EE | $358 | $1,610-77.8% | $2,731-86.9% | $2,727-86.9% |
| Participant deferral / active EE | $1,606 | $2,811-42.9% | $4,523-64.5% | $4,649-65.5% |
| Admin fee / account holder | $196 | $913-78.6% | $6,160-96.8% | $433-54.8% |