Filed February 25, 2019
Total covered: 138 employees
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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $31,000 |
Filed as: FIDELITY INVSMTS INST. OP. COMP LLC Service code 15 · EIN 04-2647786 | Recordkeeping | $16,927 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,372 | $91,746-58.2% | $146,649-73.8% | $93,010-58.7% |
| Participation rate | 97.8% | 80.9%+16.9pp | 80.1%+17.8pp | 73.9%+23.9pp |
| Annual return | 30.35% | 18.28%+12.1pp | 22.75%+7.6pp | 158.70%-128.4pp |
| Employer contribution / active EE | $3,933 | $2,815+39.7% | $4,137-4.9% | $2,705+45.4% |
| Participant deferral / active EE | $7,632 | $4,589+66.3% | $5,506+38.6% | $4,561+67.3% |
| Admin fee / account holder | $13 | $101-87.3% | $10,281-99.9% | $152-91.6% |