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 | $28,775 |
AAFCPAS, INC.1 year Service code 10 · EIN 04-2571780 | Accounting | $15,695 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,886 |
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 | $94,978 | $92,055+3.2% | $106,213-10.6% | $77,643+22.3% |
| Participation rate | 95.8% | 81.0%+14.8pp | 75.3%+20.5pp | 70.6%+25.2pp |
| Annual return | 14.21% | 17.91%-3.7pp | 116.14%-101.9pp | 31.24%-17.0pp |
| Employer contribution / active EE | $3,942 | $3,367+17.1% | $3,171+24.3% | $2,726+44.6% |
| Participant deferral / active EE | $5,755 | $5,386+6.9% | $5,016+14.7% | $4,647+23.8% |
| Admin fee / account holder | $154 | $219-29.6% | $11,033-98.6% | $430-64.2% |