Filed February 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $181,771 |
HOGAN LOVELLS US LLP1+ years Service code 29 · EIN 53-0084704 | Legal | $149,695 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $118,192 |
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $81,654 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 23 · EIN 22-1211670 | Direct payment from the plan; Insuran... | $61,335 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $43,306 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $28,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $102,097 | $85,590+19.3% | $73,309+39.3% | $69,651+46.6% |
| Participation rate | 98.6% | 78.5%+20.2pp | 74.9%+23.7pp | 66.6%+32.1pp |
| Annual return | 1176.98% | 29.41%+1147.6pp | 5.67%+1171.3pp | 53.77%+1123.2pp |
| Employer contribution / active EE | $4,079 | $2,537+60.8% | $3,237+26.0% | $2,241+82.0% |
| Participant deferral / active EE | $7,290 | $5,237+39.2% | $4,991+46.1% | $3,635+100.5% |
| Admin fee / account holder | $29 | $72-59.1% | $5,635-99.5% | $63-53.4% |