Filed August 15, 2018 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $268,548 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $208,498 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $97,500 |
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 | $161,228 | $122,585+31.5% | $184,256-12.5% | $200,096-19.4% |
| Participation rate | 86.8% | 86.9%-0.2pp | 86.8%-0.1pp | 72.0%+14.7pp |
| Annual return | 19.74% | 144.12%-124.4pp | 28.85%-9.1pp | 34.26%-14.5pp |
| Employer contribution / active EE | $3,872 | $4,571-15.3% | $6,427-39.8% | $3,038+27.5% |
| Participant deferral / active EE | $8,298 | $7,972+4.1% | $9,133-9.1% | $5,090+63.0% |
| Admin fee / account holder | $133 | $120+10.8% | $13,899-99.0% | $269-50.5% |