Filed June 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $80,032 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $76,191 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,421 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,342 | $50,982+55.6% | $154,803-48.7% | $85,563-7.3% |
| Participation rate | 95.3% | 59.8%+35.5pp | 78.1%+17.2pp | 66.0%+29.3pp |
| Annual return | 17.47% | 30.35%-12.9pp | 58.88%-41.4pp | 31.51%-14.0pp |
| Employer contribution / active EE | $4,129 | $1,708+141.7% | $4,305-4.1% | $2,654+55.6% |
| Participant deferral / active EE | $8,662 | $2,474+250.1% | $5,540+56.3% | $4,375+98.0% |
| Admin fee / account holder | $307 | $846-63.8% | $14,329-97.9% | $834-63.2% |