Filed January 28, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Filed as: FID INV INTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $820,670 |
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $123,337 |
GYL FINANCIAL SYNERGIES1 year Service code 16 · EIN 81-3263476 | Consulting | $35,750 |
FID INV INST OPS CO3+ 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 | $83,441 | $68,330+22.1% | $149,740-44.3% | $96,393-13.4% |
| Participation rate | 90.4% | 74.6%+15.8pp | 78.8%+11.6pp | 71.3%+19.1pp |
| Annual return | 18.66% | 29.64%-11.0pp | 134.51%-115.9pp | 22.88%-4.2pp |
| Employer contribution / active EE | $5,097 | $2,139+138.3% | $4,821+5.7% | $3,239+57.4% |
| Participant deferral / active EE | $8,301 | $4,422+87.7% | $5,683+46.1% | $5,455+52.2% |
| Admin fee / account holder | $80 | $52+54.7% | $13,222-99.4% | $74+8.9% |