Filed August 11, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SMITH COLLEGE2+ years Service code 99 · EIN 04-1843040 | Other Fees | $36,262 |
MORIARTY & PRIMACK2+ years Service code 99 · EIN 04-3191789 | Other Fees | $12,730 |
Service code 99 · EIN 04-2530413 | Other Fees | $7,018 |
Filed as: FIDELITY INVST INSTITUTIONAL OPP CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $149,966 | $85,199+76.0% | $57,196+162.2% | $63,975+134.4% |
| Participation rate | 67.4% | 74.0%-6.6pp | 75.3%-7.9pp | 71.1%-3.7pp |
| Annual return | 7.01% | 10.43%-3.4pp | 14.59%-7.6pp | 48.65%-41.6pp |
| Employer contribution / active EE | $4,667 | $3,446+35.4% | $2,683+73.9% | $2,182+113.9% |
| Participant deferral / active EE | $3,128 | $3,109+0.6% | $3,096+1.0% | $3,356-6.8% |
| Admin fee / account holder | $55 | $39+41.5% | $3,141-98.3% | $70-22.4% |