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 | $75,021 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,764 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LL Service code 27 · EIN 92-1819393 | Advisory (Plan) | $15,375 |
PENSION ASSURANCE LLP5 years Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,556 | $68,110-40.5% | $155,556-73.9% | $99,313-59.2% |
| Participation rate | 52.5% | 67.8%-15.3pp | 78.2%-25.8pp | 71.7%-19.2pp |
| Annual return | 13.37% | 16.16%-2.8pp | 64.84%-51.5pp | 17.67%-4.3pp |
| Employer contribution / active EE | $2,717 | $2,291+18.6% | $4,675-41.9% | $3,264-16.8% |
| Participant deferral / active EE | $0 | $3,865-100.0% | $5,631-100.0% | $5,346-100.0% |
| Admin fee / account holder | $29 | $94-69.4% | $15,885-99.8% | $109-73.7% |