Filed October 12, 2020 (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 | $124,978 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $73,357 |
WINDES, INC.1 year Filed as: WINDESINC Service code 10 · EIN 95-3001179 | Accounting | $28,196 |
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 | $73,251 | $110,282-33.6% | $102,434-28.5% | $199,960-63.4% |
| Participation rate | 92.9% | 86.3%+6.6pp | 76.5%+16.3pp | 72.0%+20.9pp |
| Annual return | 20.25% | 35.75%-15.5pp | 29.46%-9.2pp | 34.28%-14.0pp |
| Employer contribution / active EE | $5,548 | $3,603+54.0% | $3,023+83.5% | $3,036+82.8% |
| Participant deferral / active EE | $12,317 | $6,376+93.2% | $5,055+143.7% | $5,087+142.1% |
| Admin fee / account holder | $172 | $122+40.7% | $9,462-98.2% | $269-36.1% |