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 | $60,393+53.5% | $81,820+13.3% | $74,429+24.6% |
| Participation rate | 77.4% | 62.9%+14.5pp | 72.4%+5.0pp | 67.2%+10.2pp |
| Annual return | 13.01% | 16.89%-3.9pp | 777.93%-764.9pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $76 | $2,626-97.1% | $2,915-97.4% | $2,625-97.1% |
| Participant deferral / active EE | $6,540 | $3,397+92.5% | $4,323+51.3% | $4,348+50.4% |
| Admin fee / account holder | -$19 | $1,491-101.3% | $7,391-100.3% | $1,944-101.0% |