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 | $786,479 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $23,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,718 | $68,904+62.1% | $83,327+34.1% | $68,904+62.1% |
| Participation rate | 98.2% | 74.1%+24.1pp | 77.8%+20.4pp | 74.1%+24.1pp |
| Annual return | -54.93% | 1.07%-56.0pp | 10.64%-65.6pp | 1.07%-56.0pp |
| Employer contribution / active EE | $11,357 | $2,540+347.1% | $3,379+236.1% | $2,540+347.1% |
| Participant deferral / active EE | $19,262 | $4,015+379.7% | $5,565+246.1% | $4,015+379.7% |
| Admin fee / account holder | $85 | $71+19.3% | $7,540-98.9% | $71+19.3% |