Filed August 19, 2022 (most recent of 2 filings on file)
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $431,600 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $89,782 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LL Service code 27 · EIN 92-1819393 | Advisory (Plan) | $22,813 |
PENSION ASSURANCE LLP7 years Service code 10 · EIN 30-0840934 | Accounting | $18,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,774 | $68,110-28.4% | $155,556-68.6% | $99,313-50.9% |
| Participation rate | 93.6% | 67.8%+25.8pp | 78.2%+15.4pp | 71.7%+21.9pp |
| Annual return | 15.34% | 16.16%-0.8pp | 64.84%-49.5pp | 17.67%-2.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $4,675-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $6,124 | $3,865+58.5% | $5,631+8.8% | $5,346+14.6% |
| Admin fee / account holder | $65 | $94-31.1% | $15,885-99.6% | $109-40.7% |