Filed September 12, 2023
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $334,853 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $141,202 | $112,582+25.4% | $105,608+33.7% | $199,921-29.4% |
| Participation rate | 95.4% | 86.3%+9.1pp | 75.3%+20.1pp | 72.0%+23.4pp |
| Annual return | 16.12% | 15.58%+0.5pp | 116.50%-100.4pp | 34.28%-18.2pp |
| Employer contribution / active EE | $6,064 | $4,580+32.4% | $3,167+91.5% | $3,035+99.8% |
| Participant deferral / active EE | $9,801 | $6,655+47.3% | $5,010+95.6% | $5,089+92.6% |
| Admin fee / account holder | $53 | $107-50.8% | $11,028-99.5% | $269-80.4% |