Filed June 14, 2016 (most recent of 3 filings on file)
Total covered: 87 employees
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $111,017 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $75,000 |
MELTON & MELTON LLP3 years Service code 10 · EIN 74-1550819 | Accounting | $27,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,438 | $112,582+148.2% | $105,624+164.6% | $200,096+39.7% |
| Participation rate | 98.4% | 86.3%+12.2pp | 75.3%+23.1pp | 72.0%+26.4pp |
| Annual return | 15.74% | 15.58%+0.2pp | 116.20%-100.5pp | 34.26%-18.5pp |
| Employer contribution / active EE | $11,190 | $4,580+144.3% | $3,168+253.3% | $3,038+268.4% |
| Participant deferral / active EE | $11,533 | $6,655+73.3% | $5,013+130.1% | $5,090+126.6% |
| Admin fee / account holder | $76 | $107-28.8% | $10,961-99.3% | $269-71.7% |