Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,425,678 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $503,188 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,135 | $73,283+32.5% | $155,556-37.6% | $106,553-8.8% |
| Participation rate | 91.3% | 73.3%+18.1pp | 78.2%+13.1pp | 69.8%+21.5pp |
| Annual return | 14.96% | 15.76%-0.8pp | 64.84%-49.9pp | 17.37%-2.4pp |
| Employer contribution / active EE | $2,834 | $2,241+26.5% | $4,675-39.4% | $3,359-15.6% |
| Participant deferral / active EE | $6,566 | $4,567+43.8% | $5,631+16.6% | $5,562+18.0% |
| Admin fee / account holder | $57 | $56+1.3% | $15,885-99.6% | $80-28.9% |