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 | $106,264-1.8% | $147,117-29.1% | $77,762+34.2% |
| Participation rate | 96.8% | 78.4%+18.3pp | 82.2%+14.6pp | 70.6%+26.2pp |
| Annual return | 17.97% | 56.94%-39.0pp | 420.54%-402.6pp | 31.27%-13.3pp |
| Employer contribution / active EE | $901 | $4,074-77.9% | $4,932-81.7% | $2,728-67.0% |
| Participant deferral / active EE | $10,320 | $8,003+28.9% | $8,065+28.0% | $4,651+121.9% |
| Admin fee / account holder | $106 | $334-68.4% | $12,993-99.2% | $433-75.6% |