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 | $122,585+41.4% | $184,256-5.9% | $200,096-13.3% |
| Participation rate | 89.8% | 86.9%+2.9pp | 86.8%+3.0pp | 72.0%+17.8pp |
| Annual return | 22.37% | 144.12%-121.7pp | 28.85%-6.5pp | 34.26%-11.9pp |
| Employer contribution / active EE | $3,768 | $4,571-17.6% | $6,427-41.4% | $3,038+24.0% |
| Participant deferral / active EE | $17,786 | $7,972+123.1% | $9,133+94.7% | $5,090+249.4% |
| Admin fee / account holder | $97 | $120-19.7% | $13,899-99.3% | $269-64.2% |