Filed September 22, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$4,219 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,709 | $60,504+53.2% | $81,882+13.2% | $74,478+24.5% |
| Participation rate | 77.4% | 62.9%+14.5pp | 72.4%+5.0pp | 67.2%+10.2pp |
| Annual return | 13.01% | 16.91%-3.9pp | 779.47%-766.5pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $76 | $2,627-97.1% | $2,916-97.4% | $2,626-97.1% |
| Participant deferral / active EE | $6,540 | $3,400+92.4% | $4,323+51.3% | $4,350+50.3% |
| Admin fee / account holder | -$19 | $1,492-101.3% | $7,360-100.3% | $1,946-101.0% |