Filed November 22, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $172,429 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,963 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,267 | $92,055+66.5% | $106,213+44.3% | $77,643+97.4% |
| Participation rate | 94.7% | 81.0%+13.7pp | 75.3%+19.5pp | 70.6%+24.2pp |
| Annual return | 17.54% | 17.91%-0.4pp | 116.14%-98.6pp | 31.24%-13.7pp |
| Employer contribution / active EE | $5,713 | $3,367+69.7% | $3,171+80.1% | $2,726+109.6% |
| Participant deferral / active EE | $9,314 | $5,386+73.0% | $5,016+85.7% | $4,647+100.4% |
| Admin fee / account holder | $235 | $219+7.5% | $11,033-97.9% | $430-45.3% |