Filed February 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $389,886 |
HOGAN LOVELLS US LLP2+ years Service code 29 · EIN 53-0084704 | Legal | $198,033 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $71,800 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $67,179 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $22,000 |
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 | $108,205 | $86,496+25.1% | $80,977+33.6% | $329,111-67.1% |
| Participation rate | 98.7% | 80.0%+18.7pp | 75.8%+22.9pp | 67.9%+30.8pp |
| Annual return | 8.85% | 20.13%-11.3pp | 17.11%-8.3pp | 16.35%-7.5pp |
| Employer contribution / active EE | $4,786 | $2,395+99.8% | $3,715+28.8% | $2,303+107.8% |
| Participant deferral / active EE | $8,396 | $5,350+56.9% | $5,696+47.4% | $3,682+128.0% |
| Admin fee / account holder | $38 | $69-45.8% | $5,517-99.3% | $754-95.0% |