Filed March 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $983 |
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 | $242,574 | $101,672+138.6% | $147,117+64.9% | $74,478+225.7% |
| Participation rate | 98.4% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 15.55% | 8757.83%-8742.3pp | 420.54%-405.0pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $16,797 | $3,813+340.5% | $4,932+240.5% | $2,626+539.6% |
| Participant deferral / active EE | $17,478 | $7,305+139.3% | $8,065+116.7% | $4,350+301.8% |
| Admin fee / account holder | $3 | $1,753-99.8% | $12,993-100.0% | $1,946-99.8% |