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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $340,818 |
DIMEO SCHNEIDER & ASSOCIATES LLC10+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $65,000 |
MORGAN LEWIS10+ years Service code 29 · EIN 23-0891050 | Legal | $50,976 |
CROWE LLP10+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $30,712 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
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 | $39,988 | $110,258-63.7% | $102,460-61.0% | $200,096-80.0% |
| Participation rate | 89.5% | 86.3%+3.2pp | 76.5%+13.0pp | 72.0%+17.5pp |
| Annual return | 19.37% | 35.78%-16.4pp | 29.47%-10.1pp | 34.26%-14.9pp |
| Employer contribution / active EE | $1,393 | $3,605-61.4% | $3,025-54.0% | $3,038-54.2% |
| Participant deferral / active EE | $3,816 | $6,377-40.2% | $5,056-24.5% | $5,090-25.0% |
| Admin fee / account holder | $75 | $122-38.8% | $9,460-99.2% | $269-72.2% |