Filed May 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $142,765 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,734 |
CROWE LLP9 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $53,400 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $27,115 |
Form 5500 reported that benefits due were not provided when due.
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 | $66,922 | $100,196-33.2% | $90,796-26.3% | $100,573-33.5% |
| Participation rate | 92.4% | 80.5%+11.9pp | 69.5%+22.9pp | 70.9%+21.4pp |
| Annual return | 13.77% | 11.70%+2.1pp | 19.29%-5.5pp | 18.89%-5.1pp |
| Employer contribution / active EE | $3,221 | $4,032-20.1% | $2,294+40.4% | $3,763-14.4% |
| Participant deferral / active EE | $4,552 | $4,771-4.6% | $3,822+19.1% | $4,921-7.5% |
| Admin fee / account holder | $62 | $164-62.4% | $7,024-99.1% | $454-86.4% |