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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,595 | $106,028-59.8% | $146,958-71.0% | $77,643-45.1% |
| Participation rate | 89.4% | 78.4%+11.0pp | 82.2%+7.2pp | 70.6%+18.8pp |
| Annual return | 15.15% | 56.73%-41.6pp | 418.34%-403.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $1,710 | $4,063-57.9% | $4,933-65.3% | $2,726-37.3% |
| Participant deferral / active EE | $5,252 | $7,990-34.3% | $8,070-34.9% | $4,647+13.0% |
| Admin fee / account holder | $175 | $337-48.2% | $12,998-98.7% | $430-59.4% |