Filed August 6, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $157,140 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,087 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $11,025 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,153 | $53,254-67.8% | $155,574-89.0% | $199,921-91.4% |
| Participation rate | 87.3% | 64.1%+23.2pp | 78.2%+9.1pp | 72.0%+15.3pp |
| Annual return | 13.71% | 41.18%-27.5pp | 64.87%-51.2pp | 34.28%-20.6pp |
| Employer contribution / active EE | $961 | $1,848-48.0% | $4,676-79.5% | $3,035-68.4% |
| Participant deferral / active EE | $2,563 | $3,165-19.0% | $5,629-54.5% | $5,089-49.6% |
| Admin fee / account holder | $101 | $186-45.5% | $15,914-99.4% | $269-62.4% |