Filed January 13, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,373,906 |
ERNST & YOUNG LLP7+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $203,000 |
ENTERPRISE BANK & TRUST7+ years Filed as: HEWLETT PACKARD ENTERPRISE Service code 14 · EIN 47-3298624 | Plan Administrator | $44,873 |
FID INV INST OPS CO7+ years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,832 | $125,578+93.4% | $86,436+180.9% | $89,394+171.6% |
| Participation rate | 97.6% | 86.1%+11.4pp | 80.3%+17.3pp | 71.3%+26.3pp |
| Annual return | -15.35% | -16.42%+1.1pp | 4394.89%-4410.2pp | -11.89%-3.5pp |
| Employer contribution / active EE | $5,911 | $4,137+42.9% | $3,769+56.9% | $3,022+95.6% |
| Participant deferral / active EE | $15,500 | $9,976+55.4% | $6,952+123.0% | $5,123+202.5% |
| Admin fee / account holder | $53 | $94-43.7% | $6,731-99.2% | $79-33.3% |