Filed March 11, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,096 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,400 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,139 | $54,245+47.7% | $93,727-14.5% | $77,762+3.1% |
| Participation rate | 71.3% | 63.9%+7.3pp | 68.7%+2.5pp | 70.6%+0.7pp |
| Annual return | 14.38% | 30.58%-16.2pp | 133.83%-119.4pp | 31.27%-16.9pp |
| Employer contribution / active EE | $918 | $1,168-21.4% | $2,421-62.1% | $2,728-66.3% |
| Participant deferral / active EE | $5,492 | $3,144+74.7% | $4,417+24.3% | $4,651+18.1% |
| Admin fee / account holder | $70 | $575-87.7% | $8,292-99.1% | $433-83.7% |