Filed January 28, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Filed as: FID INV INTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $763,277 |
STRATEGIC ADVISORS, INC.4+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $176,215 |
GYL FINANCIAL SYNERGIES2 years Service code 16 · EIN 81-3263476 | Consulting | $48,684 |
FID INV INST OPS CO4+ years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $101,300 | $73,283+38.2% | $155,556-34.9% | $106,553-4.9% |
| Participation rate | 92.0% | 73.3%+18.8pp | 78.2%+13.8pp | 69.8%+22.2pp |
| Annual return | 15.66% | 15.76%-0.1pp | 64.84%-49.2pp | 17.37%-1.7pp |
| Employer contribution / active EE | $5,476 | $2,241+144.4% | $4,675+17.1% | $3,359+63.0% |
| Participant deferral / active EE | $9,091 | $4,567+99.1% | $5,631+61.5% | $5,562+63.4% |
| Admin fee / account holder | $81 | $56+44.7% | $15,885-99.5% | $80+1.6% |