Filed February 25, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWARTZ & CO Service code 27 · EIN 38-2117812 | Advisory (Plan) | $87,101 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$93,812 |
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 | $121,258 | $112,582+7.7% | $105,624+14.8% | $200,096-39.4% |
| Participation rate | 82.3% | 86.3%-4.0pp | 75.3%+7.0pp | 72.0%+10.2pp |
| Annual return | 36.52% | 15.58%+20.9pp | 116.20%-79.7pp | 34.26%+2.3pp |
| Employer contribution / active EE | $3,203 | $4,580-30.1% | $3,168+1.1% | $3,038+5.5% |
| Participant deferral / active EE | $5,087 | $6,655-23.6% | $5,013+1.5% | $5,090-0.1% |
| Admin fee / account holder | $10 | $107-90.7% | $10,961-99.9% | $269-96.3% |