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 | $103,024+130.5% | $112,040+111.9% | $79,634+198.2% |
| Participation rate | 99.2% | 80.6%+18.7pp | 76.5%+22.7pp | 62.5%+36.7pp |
| Annual return | 15.44% | 17.60%-2.2pp | 24.52%-9.1pp | 36.46%-21.0pp |
| Employer contribution / active EE | $8,214 | $3,015+172.5% | $2,954+178.1% | $2,529+224.8% |
| Participant deferral / active EE | $14,468 | $5,233+176.5% | $5,098+183.8% | $3,835+277.3% |
| Admin fee / account holder | $75 | $465-83.9% | $12,098-99.4% | $1,002-92.5% |