Filed April 4, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $17,226 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,516 |
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 | $94,412 | $74,024+27.5% | $78,002+21.0% | $57,661+63.7% |
| Participation rate | 99.7% | 79.7%+19.9pp | 75.5%+24.1pp | 70.2%+29.4pp |
| Annual return | 7.05% | 12.14%-5.1pp | 425.99%-418.9pp | 5.13%+1.9pp |
| Employer contribution / active EE | $2,341 | $2,365-1.0% | $2,470-5.2% | $1,974+18.6% |
| Participant deferral / active EE | $6,553 | $3,533+85.5% | $3,497+87.4% | $3,061+114.1% |
| Admin fee / account holder | $76 | $93-19.0% | $5,481-98.6% | $95-20.1% |