Filed December 9, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 62-1871018 | Advisory (Plan) | $36,380 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,323 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,784 | $129,021-45.9% | $184,203-62.1% | $77,643-10.1% |
| Participation rate | 94.5% | 87.3%+7.2pp | 86.8%+7.7pp | 70.6%+23.9pp |
| Annual return | 12.85% | 33.27%-20.4pp | 28.81%-16.0pp | 31.24%-18.4pp |
| Employer contribution / active EE | $3,069 | $4,413-30.4% | $6,427-52.2% | $2,726+12.6% |
| Participant deferral / active EE | $5,020 | $7,297-31.2% | $9,131-45.0% | $4,647+8.0% |
| Admin fee / account holder | $58 | $254-77.1% | $13,901-99.6% | $430-86.5% |