Filed April 29, 2021 (most recent of 2 filings on file)
Total covered: 11 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $11,045 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,829 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,593 | $50,919+26.9% | $155,556-58.5% | $77,762-16.9% |
| Participation rate | 52.5% | 63.1%-10.6pp | 78.2%-25.7pp | 70.6%-18.1pp |
| Annual return | 13.87% | 34.84%-21.0pp | 64.84%-51.0pp | 31.27%-17.4pp |
| Employer contribution / active EE | $1,618 | $1,991-18.7% | $4,675-65.4% | $2,728-40.7% |
| Participant deferral / active EE | $3,151 | $2,824+11.6% | $5,631-44.0% | $4,651-32.2% |
| Admin fee / account holder | $103 | $437-76.4% | $15,885-99.3% | $433-76.1% |