Filed February 10, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $52,679 |
EISNERAMPER LLP2 years Service code 10 · EIN 87-1363769 | Accounting | $23,048 |
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $22,500 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,492 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $104,355 | $106,110-1.7% | $147,005-29.0% | $77,671+34.4% |
| Participation rate | 96.8% | 78.4%+18.4pp | 82.2%+14.6pp | 70.6%+26.2pp |
| Annual return | 17.97% | 56.77%-38.8pp | 418.76%-400.8pp | 31.21%-13.2pp |
| Employer contribution / active EE | $901 | $4,065-77.8% | $4,934-81.7% | $2,726-66.9% |
| Participant deferral / active EE | $10,320 | $7,992+29.1% | $8,070+27.9% | $4,648+122.0% |
| Admin fee / account holder | $106 | $338-68.8% | $13,006-99.2% | $430-75.5% |