Filed April 4, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $96,601 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,193 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,892 | $81,321-49.7% | $68,509-40.3% | $59,188-30.9% |
| Participation rate | 32.2% | 83.8%-51.6pp | 74.7%-42.5pp | 69.4%-37.2pp |
| Annual return | -0.16% | 4.65%-4.8pp | 8.27%-8.4pp | 5.51%-5.7pp |
| Employer contribution / active EE | $1,874 | $3,297-43.2% | $2,278-17.7% | $2,098-10.7% |
| Participant deferral / active EE | $2,946 | $4,592-35.8% | $3,382-12.9% | $3,265-9.8% |
| Admin fee / account holder | $48 | $62-21.5% | $5,275-99.1% | $92-47.5% |