Filed May 1, 2020 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $16,641 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $8,400 |
WITHUMSMITH+BROWN, PC1 year Filed as: PARKER BROWN MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $7,819 |
TIAA6 years Service code 37 · EIN 13-1624203 | Loan Processing | $150 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,076 | $79,151-29.2% | $60,919-8.0% | $64,829-13.5% |
| Participation rate | 47.6% | 77.7%-30.1pp | 73.1%-25.5pp | 71.5%-23.8pp |
| Annual return | -12.81% | -7.12%-5.7pp | 16.98%-29.8pp | 32.85%-45.7pp |
| Employer contribution / active EE | $1,045 | $3,052-65.8% | $2,704-61.4% | $2,507-58.3% |
| Participant deferral / active EE | $1,504 | $3,727-59.7% | $3,814-60.6% | $4,312-65.1% |
| Admin fee / account holder | $48 | $106-54.9% | $3,226-98.5% | $188-74.6% |