Filed January 26, 2022
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $28,927 |
PROCOURSE FIDUCIARY ADVISORS, LLC10+ years Service code 27 · EIN 45-5291215 | Advisory (Plan) | $13,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,294 | $101,317+62.2% | $146,958+11.8% | $74,495+120.5% |
| Participation rate | 91.1% | 75.5%+15.6pp | 82.2%+9.0pp | 67.2%+23.9pp |
| Annual return | 16.74% | 8730.91%-8714.2pp | 418.34%-401.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,359 | $3,810-38.1% | $4,933-52.2% | $2,623-10.1% |
| Participant deferral / active EE | $9,640 | $7,303+32.0% | $8,070+19.5% | $4,346+121.8% |
| Admin fee / account holder | $243 | $1,739-86.0% | $12,998-98.1% | $1,942-87.5% |