Filed January 28, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Filed as: FID INV INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $193,369 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $129,468 |
FID INV INST OPS CO2+ years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING LLC Service code 50 · EIN 61-0736136 | Direct Payment | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,715 | $45,000+312.7% | $143,801+29.1% | $77,906+138.4% |
| Participation rate | 47.4% | 66.8%-19.4pp | 80.3%-32.9pp | 73.7%-26.3pp |
| Annual return | -14.56% | 29.03%-43.6pp | -0.04%-14.5pp | 12.16%-26.7pp |
| Employer contribution / active EE | $40 | $1,870-97.9% | $4,952-99.2% | $2,846-98.6% |
| Participant deferral / active EE | $4,858 | $3,157+53.9% | $5,639-13.8% | $4,805+1.1% |
| Admin fee / account holder | $93 | $98-5.8% | $14,680-99.4% | $133-30.1% |