Filed March 5, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $84,615 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $21,735 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $19,334 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,675 |
Filed as: FIDELITY INV INDT OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,690 | $45,000+139.3% | $143,801-25.1% | $77,906+38.2% |
| Participation rate | 86.7% | 66.8%+19.9pp | 80.3%+6.4pp | 73.7%+13.0pp |
| Annual return | -5.54% | 29.03%-34.6pp | -0.04%-5.5pp | 12.16%-17.7pp |
| Employer contribution / active EE | $177 | $1,870-90.5% | $4,952-96.4% | $2,846-93.8% |
| Participant deferral / active EE | $7,475 | $3,157+136.8% | $5,639+32.6% | $4,805+55.6% |
| Admin fee / account holder | $29 | $98-70.7% | $14,680-99.8% | $133-78.3% |