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 | $101,591+138.8% | $147,096+64.9% | $74,429+225.9% |
| Participation rate | 98.4% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 15.55% | 8746.45%-8730.9pp | 419.75%-404.2pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $16,797 | $3,813+340.6% | $4,936+240.3% | $2,625+539.9% |
| Participant deferral / active EE | $17,478 | $7,302+139.4% | $8,071+116.6% | $4,348+302.0% |
| Admin fee / account holder | $3 | $1,750-99.8% | $13,005-100.0% | $1,944-99.8% |