Filed May 3, 2022 (most recent of 17 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PWC US TAX LLP Service code 49 · EIN 92-0460586 | Other Services | $133,134 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $87,457 |
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 | $173,383 | $122,596+41.4% | $184,243-5.9% | $199,921-13.3% |
| Participation rate | 89.8% | 86.9%+2.9pp | 86.8%+3.0pp | 72.0%+17.8pp |
| Annual return | 22.37% | 144.14%-121.8pp | 28.82%-6.4pp | 34.28%-11.9pp |
| Employer contribution / active EE | $3,768 | $4,570-17.6% | $6,427-41.4% | $3,035+24.1% |
| Participant deferral / active EE | $17,786 | $7,972+123.1% | $9,132+94.8% | $5,089+249.5% |
| Admin fee / account holder | $97 | $120-19.8% | $13,914-99.3% | $269-64.1% |