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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $146,300 |
FAIRCOURT PARTNERS, LLC3 years Filed as: FAIRCOURT PARTNERS LLC Service code 16 · EIN 82-4882966 | Consulting | $131,625 |
BAKER TILLY US, LLP2 years Service code 16 · EIN 39-0859910 | Consulting | $30,725 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,838 | $122,128+19.4% | $147,117-0.9% | $200,096-27.1% |
| Participation rate | 97.5% | 78.2%+19.3pp | 82.2%+15.3pp | 72.0%+25.5pp |
| Annual return | 16.21% | 30.58%-14.4pp | 420.54%-404.3pp | 34.26%-18.0pp |
| Employer contribution / active EE | $6,183 | $4,093+51.1% | $4,932+25.4% | $3,038+103.6% |
| Participant deferral / active EE | $11,487 | $8,484+35.4% | $8,065+42.4% | $5,090+125.7% |
| Admin fee / account holder | $177 | $180-1.6% | $12,993-98.6% | $269-34.4% |