Filed May 19, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $383,428 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $333,853 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $115,076 | $53,254+116.1% | $155,574-26.0% | $199,921-42.4% |
| Participation rate | 97.2% | 64.1%+33.0pp | 78.2%+19.0pp | 72.0%+25.2pp |
| Annual return | 13.79% | 41.18%-27.4pp | 64.87%-51.1pp | 34.28%-20.5pp |
| Employer contribution / active EE | $3,598 | $1,848+94.7% | $4,676-23.0% | $3,035+18.5% |
| Participant deferral / active EE | $7,548 | $3,165+138.5% | $5,629+34.1% | $5,089+48.3% |
| Admin fee / account holder | $133 | $186-28.4% | $15,914-99.2% | $269-50.6% |