Filed November 9, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $97,117 |
FINANCIAL ENGINES9 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $91,353 |
Filed as: PRIME BUCHHOLZ Service code 27 273 CORPORATE DRIVE · PORTSMOUTH, NH 03801 | Advisory (Plan) | $31,986 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $11,800 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO Service code 27 66 HUDSON BLVD · NEW YORK, NY 10001 | Advisory (Plan) | $5,833 |
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 | $87,958 | $53,204+65.3% | $155,556-43.5% | $200,096-56.0% |
| Participation rate | 81.9% | 64.1%+17.8pp | 78.2%+3.7pp | 72.0%+9.9pp |
| Annual return | 15.54% | 41.02%-25.5pp | 64.84%-49.3pp | 34.26%-18.7pp |
| Employer contribution / active EE | $545 | $1,850-70.5% | $4,675-88.3% | $3,038-82.1% |
| Participant deferral / active EE | $4,898 | $3,163+54.8% | $5,631-13.0% | $5,090-3.8% |
| Admin fee / account holder | $99 | $186-46.7% | $15,885-99.4% | $269-63.3% |