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 | $247,840 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $52,093 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO. INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $13,750 |
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 | $27,216 | $82,783-67.1% | $133,982-79.7% | $90,274-69.9% |
| Participation rate | 96.2% | 81.3%+14.9pp | 79.8%+16.3pp | 73.4%+22.8pp |
| Annual return | 37.10% | 21.89%+15.2pp | 45.10%-8.0pp | 53.97%-16.9pp |
| Employer contribution / active EE | $4,698 | $2,388+96.7% | $3,919+19.9% | $2,523+86.2% |
| Participant deferral / active EE | $7,261 | $4,291+69.2% | $5,047+43.9% | $4,231+71.6% |
| Admin fee / account holder | $97 | $93+3.9% | $8,930-98.9% | $114-15.4% |