Filed November 17, 2021 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,137 |
Filed as: FIDELITY INV. INST. OPER. COMPANY Service code 37 · EIN 04-2647786 | Loan Processing | -$80,897 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,321 | $98,780-22.7% | $60,919+25.3% | $77,906-2.0% |
| Participation rate | 50.9% | 76.7%-25.7pp | 73.1%-22.2pp | 73.7%-22.8pp |
| Annual return | -14.27% | -11.56%-2.7pp | 16.98%-31.3pp | 12.16%-26.4pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,704-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $4,743 | $4,200+12.9% | $3,814+24.3% | $4,805-1.3% |
| Admin fee / account holder | $45 | $89-49.4% | $3,226-98.6% | $133-66.2% |