Filed June 24, 2016
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $291,474 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $45,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,945 |
CHERRY BEKAERT LLP5 years Filed as: CHERRY BEKEART, LLP Service code 10 · EIN 56-0574444 | Accounting | $26,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $31,040 | $36,728-15.5% | $56,033-44.6% | $99,314-68.7% |
| Participation rate | 24.7% | 25.4%-0.7pp | 52.5%-27.8pp | 71.7%-47.0pp |
| Annual return | 13.81% | 14.66%-0.9pp | 1711.38%-1697.6pp | 17.67%-3.9pp |
| Employer contribution / active EE | $249 | $415-39.9% | $1,041-76.1% | $3,264-92.4% |
| Participant deferral / active EE | $1,003 | $1,058-5.2% | $1,954-48.7% | $5,346-81.2% |
| Admin fee / account holder | $155 | $113+37.1% | $2,827-94.5% | $109+42.1% |