Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL INVESTMENTS Service code 15 · EIN 04-2467786 | Recordkeeping | $615,977 |
Service code 16 · EIN 81-0635433 | Consulting | $63,875 |
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $43,037 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $34,421 |
OMNIPRINT1 year Service code 36 · EIN 06-1461554 | Direct payment from the plan; Copying... | $14,933 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
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 | $140,552 | $2,226,388-93.7% | $91,004+54.4% | $177,276-20.7% |
| Participation rate | 97.2% | 85.1%+12.0pp | 75.6%+21.5pp | 74.8%+22.3pp |
| Annual return | 17.26% | 20.16%-2.9pp | 4.60%+12.7pp | 21.25%-4.0pp |
| Employer contribution / active EE | $3,159 | $4,139-23.7% | $2,456+28.6% | $2,479+27.4% |
| Participant deferral / active EE | $6,392 | $6,423-0.5% | $3,548+80.2% | $3,881+64.7% |
| Admin fee / account holder | $65 | $1,921-96.6% | $5,417-98.8% | $154-57.5% |