Filed September 24, 2021 (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 | $587,017 |
MERCER5 years Filed as: MERCER INVESTMETNS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $138,537 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $172,912 | $64,975+166.1% | $97,295+77.7% | $106,553+62.3% |
| Participation rate | 94.3% | 45.4%+48.9pp | 72.7%+21.6pp | 69.8%+24.4pp |
| Annual return | 17.07% | 15.21%+1.9pp | 75.62%-58.5pp | 17.37%-0.3pp |
| Employer contribution / active EE | $1,982 | $1,126+75.9% | $2,723-27.2% | $3,359-41.0% |
| Participant deferral / active EE | $11,375 | $2,466+361.3% | $4,264+166.8% | $5,562+104.5% |
| Admin fee / account holder | $54 | $69-20.9% | $5,646-99.0% | $80-31.9% |