Filed December 2, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $215,480 |
BKS RETIREMENT SERVICES4 years Filed as: BKS RETRIEMENT SERVICES Service code 27 · EIN 84-1921272 | Advisory (Plan) | $25,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,871 | $68,110-50.3% | $155,556-78.2% | $99,313-65.9% |
| Participation rate | 63.4% | 67.8%-4.4pp | 78.2%-14.8pp | 71.7%-8.3pp |
| Annual return | 12.11% | 16.16%-4.0pp | 64.84%-52.7pp | 17.67%-5.6pp |
| Employer contribution / active EE | $1,098 | $2,291-52.1% | $4,675-76.5% | $3,264-66.4% |
| Participant deferral / active EE | $0 | $3,865-100.0% | $5,631-100.0% | $5,346-100.0% |
| Admin fee / account holder | $43 | $94-54.3% | $15,885-99.7% | $109-60.6% |