Filed December 17, 2024 (most recent of 2 filings on file)
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| 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 | $101,591+39.7% | $147,096-3.5% | $74,429+90.7% |
| Participation rate | 97.0% | 75.5%+21.5pp | 82.2%+14.9pp | 67.2%+29.8pp |
| Annual return | 17.27% | 8746.45%-8729.2pp | 419.75%-402.5pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $4,666 | $3,813+22.4% | $4,936-5.5% | $2,625+77.8% |
| Participant deferral / active EE | $10,970 | $7,302+50.2% | $8,071+35.9% | $4,348+152.3% |
| Admin fee / account holder | $67 | $1,750-96.2% | $13,005-99.5% | $1,944-96.6% |