Filed January 28, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Filed as: FID INV INTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $675,569 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,618 |
FID INV INST OPS CO2+ 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 | $70,835 | $52,346+35.3% | $143,801-50.7% | $78,104-9.3% |
| Participation rate | 87.6% | 72.7%+14.9pp | 80.3%+7.3pp | 74.5%+13.1pp |
| Annual return | -11.73% | -14.19%+2.5pp | -0.04%-11.7pp | 10.90%-22.6pp |
| Employer contribution / active EE | $4,973 | $2,131+133.3% | $4,952+0.4% | $3,128+59.0% |
| Participant deferral / active EE | $7,710 | $3,800+102.9% | $5,639+36.7% | $5,089+51.5% |
| Admin fee / account holder | $54 | $63-14.9% | $14,680-99.6% | $79-31.6% |