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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,454 | $98,727+140.5% | $113,168+109.8% | $85,563+177.5% |
| Participation rate | 99.2% | 80.8%+18.4pp | 76.6%+22.6pp | 66.0%+33.2pp |
| Annual return | 15.44% | 17.43%-2.0pp | 24.27%-8.8pp | 31.51%-16.1pp |
| Employer contribution / active EE | $8,214 | $2,907+182.6% | $2,975+176.1% | $2,654+209.6% |
| Participant deferral / active EE | $14,468 | $5,424+166.7% | $5,107+183.3% | $4,375+230.7% |
| Admin fee / account holder | $75 | $357-79.0% | $12,068-99.4% | $834-91.0% |