Filed December 1, 2022 (most recent of 5 filings on file)
Total covered: 36 employees
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $163,233 |
SOLTIS INVESTMENT ADVISORS4 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $34,894 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,404 | $96,188-70.5% | $76,030-62.6% | $99,313-71.4% |
| Participation rate | 40.3% | 72.7%-32.4pp | 69.1%-28.8pp | 71.7%-31.4pp |
| Annual return | 16.18% | 16.48%-0.3pp | 361.54%-345.4pp | 17.67%-1.5pp |
| Employer contribution / active EE | $243 | $3,167-92.3% | $2,688-90.9% | $3,264-92.5% |
| Participant deferral / active EE | $1,930 | $4,842-60.1% | $4,257-54.7% | $5,346-63.9% |
| Admin fee / account holder | $54 | $87-38.6% | $6,421-99.2% | $109-50.9% |