Filed November 12, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,678 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,949 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,454 | $100,061+137.3% | $120,344+97.3% | $64,728+266.9% |
| Participation rate | 99.2% | 79.8%+19.4pp | 76.7%+22.5pp | 57.9%+41.3pp |
| Annual return | 15.44% | 16.53%-1.1pp | 20.30%-4.9pp | 49.38%-33.9pp |
| Employer contribution / active EE | $8,214 | $3,112+164.0% | $3,020+172.0% | $2,243+266.3% |
| Participant deferral / active EE | $14,468 | $4,955+192.0% | $5,135+181.8% | $2,729+430.1% |
| Admin fee / account holder | $75 | $428-82.5% | $12,742-99.4% | $1,145-93.5% |