Filed August 11, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SMITH COLLEGE1+ years Service code 99 · EIN 04-1843040 | Other Fees | $72,698 |
MORIARTY & PRIMACK1+ years Service code 99 · EIN 04-3191789 | Other Fees | $12,150 |
Filed as: FIDELITY INVST INSTITUTIONAL OPP CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,537 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,268 | $112,772+26.2% | $57,357+148.0% | $59,188+140.4% |
| Participation rate | 70.9% | 71.3%-0.4pp | 75.1%-4.2pp | 69.4%+1.5pp |
| Annual return | 1.59% | 0.85%+0.7pp | 24.41%-22.8pp | 5.51%-3.9pp |
| Employer contribution / active EE | $4,762 | $3,400+40.0% | $2,689+77.1% | $2,098+127.0% |
| Participant deferral / active EE | $3,070 | $3,010+2.0% | $3,162-2.9% | $3,265-6.0% |
| Admin fee / account holder | $44 | $144-69.6% | $3,357-98.7% | $92-52.5% |