Filed January 5, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $68,485 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,668 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $14,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,521 | $57,921-57.7% | $98,716-75.2% | $103,975-76.4% |
| Participation rate | 81.5% | 68.8%+12.7pp | 69.3%+12.2pp | 72.5%+8.9pp |
| Annual return | 14.85% | 13.15%+1.7pp | 31.81%-17.0pp | 19.41%-4.6pp |
| Employer contribution / active EE | $867 | $1,595-45.6% | $2,279-61.9% | $3,722-76.7% |
| Participant deferral / active EE | $2,017 | $2,573-21.6% | $4,048-50.2% | $5,343-62.3% |
| Admin fee / account holder | $41 | $324-87.3% | $8,703-99.5% | $332-87.6% |