Filed October 18, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $478,427 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $237,527 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $21,255 |
MERCER10+ years Service code 16 · EIN 61-0736136 | Consulting | $17,740 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $139,322 | $99,313+40.3% | $100,415+38.7% | $99,313+40.3% |
| Participation rate | 90.8% | 71.7%+19.1pp | 81.5%+9.3pp | 71.7%+19.1pp |
| Annual return | 15.37% | 17.67%-2.3pp | 49.47%-34.1pp | 17.67%-2.3pp |
| Employer contribution / active EE | $4,358 | $3,264+33.5% | $3,943+10.5% | $3,264+33.5% |
| Participant deferral / active EE | $6,921 | $5,346+29.5% | $8,091-14.5% | $5,346+29.5% |
| Admin fee / account holder | $54 | $109-50.8% | $7,906-99.3% | $109-50.8% |