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 | $312,788 |
BKS RETIREMENT SERVICES6 years Service code 27 · EIN 84-1921272 | Advisory (Plan) | $25,000 |
Employer contribution per participant 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 | $58,954 | $68,110-13.4% | $155,556-62.1% | $99,313-40.6% |
| Participation rate | 75.1% | 67.8%+7.3pp | 78.2%-3.1pp | 71.7%+3.4pp |
| Annual return | 13.74% | 16.16%-2.4pp | 64.84%-51.1pp | 17.67%-3.9pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $4,675-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $4,594 | $3,865+18.9% | $5,631-18.4% | $5,346-14.1% |
| Admin fee / account holder | $47 | $94-50.2% | $15,885-99.7% | $109-57.1% |