Filed March 5, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPERATIONS CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $157,504 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $29,013 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,093 |
COHNREZNICK LLP5 years Service code 10 · EIN 33-4144829 | Accounting | $11,445 |
Filed as: FIDELITY INV INDT OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
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 | $131,431 | $68,110+93.0% | $155,556-15.5% | $99,313+32.3% |
| Participation rate | 70.1% | 67.8%+2.4pp | 78.2%-8.1pp | 71.7%-1.6pp |
| Annual return | 15.37% | 16.16%-0.8pp | 64.84%-49.5pp | 17.67%-2.3pp |
| Employer contribution / active EE | $311 | $2,291-86.4% | $4,675-93.3% | $3,264-90.5% |
| Participant deferral / active EE | $6,928 | $3,865+79.3% | $5,631+23.0% | $5,346+29.6% |
| Admin fee / account holder | $45 | $94-51.9% | $15,885-99.7% | $109-58.6% |