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 | $102,735 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,611 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,195 | $82,279-68.2% | $78,002-66.4% | $63,975-59.1% |
| Participation rate | 95.8% | 84.7%+11.1pp | 75.5%+20.2pp | 71.1%+24.6pp |
| Annual return | 1.75% | 11.20%-9.4pp | 425.99%-424.2pp | 48.65%-46.9pp |
| Employer contribution / active EE | $1,683 | $3,297-48.9% | $2,470-31.8% | $2,182-22.8% |
| Participant deferral / active EE | $2,634 | $4,538-42.0% | $3,497-24.7% | $3,356-21.5% |
| Admin fee / account holder | $29 | $81-63.9% | $5,481-99.5% | $70-58.2% |