Filed March 25, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $152,233 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $148,078 |
FARBER HASS HURLEY LLP9 years Filed as: FARBER HASS Service code 10 · EIN 20-4207759 | Accounting | $23,214 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,756 | $53,204+102.5% | $155,556-30.7% | $200,096-46.1% |
| Participation rate | 96.0% | 64.1%+31.9pp | 78.2%+17.8pp | 72.0%+24.0pp |
| Annual return | 15.63% | 41.02%-25.4pp | 64.84%-49.2pp | 34.26%-18.6pp |
| Employer contribution / active EE | $2,114 | $1,850+14.3% | $4,675-54.8% | $3,038-30.4% |
| Participant deferral / active EE | $8,084 | $3,163+155.5% | $5,631+43.6% | $5,090+58.8% |
| Admin fee / account holder | $77 | $186-58.8% | $15,885-99.5% | $269-71.6% |