Filed July 20, 2018 (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 | $2,189,786 |
MMA SECURITIES LLC6 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $123,038 |
TORRILLO & ASSOCIATES, LLC8 years Service code 10 · EIN 83-0414789 | Accounting | $30,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,138 | $73,283-2.9% | $155,556-54.3% | $106,553-33.2% |
| Participation rate | 54.7% | 73.3%-18.6pp | 78.2%-23.5pp | 69.8%-15.1pp |
| Annual return | 15.49% | 15.76%-0.3pp | 64.84%-49.3pp | 17.37%-1.9pp |
| Employer contribution / active EE | $1,223 | $2,241-45.4% | $4,675-73.8% | $3,359-63.6% |
| Participant deferral / active EE | $4,042 | $4,567-11.5% | $5,631-28.2% | $5,562-27.3% |
| Admin fee / account holder | $45 | $56-18.7% | $15,885-99.7% | $80-42.9% |