Filed December 17, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,030 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,670 |
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 | $141,963 | $101,672+39.6% | $147,117-3.5% | $74,478+90.6% |
| Participation rate | 97.0% | 75.5%+21.5pp | 82.2%+14.9pp | 67.2%+29.8pp |
| Annual return | 17.27% | 8757.83%-8740.6pp | 420.54%-403.3pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $4,666 | $3,813+22.4% | $4,932-5.4% | $2,626+77.7% |
| Participant deferral / active EE | $10,970 | $7,305+50.2% | $8,065+36.0% | $4,350+152.2% |
| Admin fee / account holder | $67 | $1,753-96.2% | $12,993-99.5% | $1,946-96.6% |