Filed January 12, 2022
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $115,339 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $51,812 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,595 | $106,264-59.9% | $147,117-71.0% | $77,762-45.2% |
| Participation rate | 89.4% | 78.4%+11.0pp | 82.2%+7.2pp | 70.6%+18.8pp |
| Annual return | 15.15% | 56.94%-41.8pp | 420.54%-405.4pp | 31.27%-16.1pp |
| Employer contribution / active EE | $1,710 | $4,074-58.0% | $4,932-65.3% | $2,728-37.3% |
| Participant deferral / active EE | $5,252 | $8,003-34.4% | $8,065-34.9% | $4,651+12.9% |
| Admin fee / account holder | $175 | $334-47.7% | $12,993-98.7% | $433-59.6% |