Filed October 20, 2020 (most recent of 10 filings on file)
Total covered: 85 employees
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $521,612 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $185,254 |
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 | $92,767 | $73,283+26.6% | $155,556-40.4% | $106,553-12.9% |
| Participation rate | 97.0% | 73.3%+23.8pp | 78.2%+18.8pp | 69.8%+27.2pp |
| Annual return | 15.30% | 15.76%-0.5pp | 64.84%-49.5pp | 17.37%-2.1pp |
| Employer contribution / active EE | $5,861 | $2,241+161.6% | $4,675+25.4% | $3,359+74.5% |
| Participant deferral / active EE | $7,447 | $4,567+63.1% | $5,631+32.3% | $5,562+33.9% |
| Admin fee / account holder | $45 | $56-19.0% | $15,885-99.7% | $80-43.2% |