Filed June 10, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ARISTA WEALTH MANAGEMENT6 years Filed as: ARISTA WEALTH MANAGEMENT LLC Service code 27 · EIN 20-5148461 | Advisory (Plan) | $47,381 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,707 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,279 | $128,603-30.6% | $197,124-54.7% | $67,986+31.3% |
| Participation rate | 97.2% | 81.7%+15.6pp | 86.7%+10.5pp | 57.2%+40.0pp |
| Annual return | 16.85% | 23.77%-6.9pp | 44.34%-27.5pp | 31.67%-14.8pp |
| Employer contribution / active EE | $4,706 | $4,379+7.5% | $6,227-24.4% | $2,019+133.1% |
| Participant deferral / active EE | $5,954 | $6,840-13.0% | $9,135-34.8% | $3,358+77.3% |
| Admin fee / account holder | $301 | $3,035-90.1% | $16,298-98.2% | $3,203-90.6% |