Filed November 17, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,048 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,063 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,209 | $81,276-40.7% | $155,574-69.0% | $80,925-40.4% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 15.31% | 33.36%-18.0pp | 64.87%-49.6pp | 35.65%-20.3pp |
| Employer contribution / active EE | $8,547 | $3,103+175.4% | $4,676+82.8% | $2,756+210.1% |
| Participant deferral / active EE | $100,030 | $3,453+2797.0% | $5,629+1676.9% | $4,299+2227.0% |
| Admin fee / account holder | $11 | $7,993-99.9% | $15,914-99.9% | $6,940-99.8% |