Filed February 21, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP5+ years Service code 29 · EIN 52-1219029 | Legal | $66,339 |
Filed as: FIDELITY INV INSTITUTIONAL OP CO IN Service code 37 · EIN 04-2647786 | Loan Processing | $19,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,561 | $73,404-13.4% | $87,102-27.0% | $67,584-6.0% |
| Participation rate | 40.2% | 80.9%-40.6pp | 76.9%-36.6pp | 71.3%-31.0pp |
| Annual return | 5.46% | 48.29%-42.8pp | 28.19%-22.7pp | 378.59%-373.1pp |
| Employer contribution / active EE | $1,367 | $2,014-32.1% | $2,521-45.8% | $2,148-36.4% |
| Participant deferral / active EE | $1,477 | $3,913-62.3% | $4,048-63.5% | $3,540-58.3% |
| Admin fee / account holder | $140 | $142-1.5% | $7,493-98.1% | $142-1.9% |