Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP INC Service code 37 · EIN 04-2647786 | Loan Processing | $10,554 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $6,805 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,007 | $36,916+114.0% | $156,551-49.5% | $57,658+37.0% |
| Participation rate | 84.9% | 63.4%+21.5pp | 84.0%+0.9pp | 70.2%+14.7pp |
| Annual return | 5.52% | 12.38%-6.9pp | 32.23%-26.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $2,547 | $1,571+62.2% | $5,501-53.7% | $1,974+29.0% |
| Participant deferral / active EE | $3,011 | $1,926+56.4% | $4,871-38.2% | $3,061-1.6% |
| Admin fee / account holder | $24 | $82-71.4% | $13,028-99.8% | $95-75.0% |