Filed February 7, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,845 | $29,525-26.0% | $56,033-61.0% | $77,736-71.9% |
| Participation rate | 67.4% | 32.7%+34.7pp | 52.5%+14.9pp | 70.6%-3.2pp |
| Annual return | 19.16% | 18.90%+0.3pp | 1711.38%-1692.2pp | 31.26%-12.1pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,963 | $1,062+84.9% | $1,954+0.5% | $4,651-57.8% |
| Admin fee / account holder | $17 | $1,040-98.4% | $2,827-99.4% | $433-96.1% |