Filed February 25, 2019
Total covered: 138 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVSMTS INST. OP. COMP LLC Service code 15 · EIN 04-2647786 | Recordkeeping | $209,311 |
CROWE LLP1 year Service code 16 · EIN 35-0921680 | Consulting | $4,400 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $1,953 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,170 | $73,125-80.6% | $125,195-88.7% | $77,775-81.8% |
| Participation rate | 96.9% | 79.4%+17.5pp | 79.8%+17.2pp | 73.2%+23.7pp |
| Annual return | 282.88% | 24.71%+258.2pp | 43.79%+239.1pp | 32.58%+250.3pp |
| Employer contribution / active EE | $652 | $2,413-73.0% | $3,866-83.1% | $2,504-74.0% |
| Participant deferral / active EE | $7,724 | $3,966+94.8% | $4,937+56.4% | $3,966+94.8% |
| Admin fee / account holder | $65 | $89-27.0% | $9,704-99.3% | $100-34.8% |