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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,584 |
SETAWAY LLC4 years Service code 16 · EIN 45-5055797 | Consulting | $9,330 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS IN Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,496 |
Filed as: FIDELITY INVESTMENTS INSTITUTION Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,879 | $61,166+256.2% | $185,849+17.2% | $79,391+174.4% |
| Participation rate | 94.5% | 66.6%+27.9pp | 81.7%+12.8pp | 70.7%+23.8pp |
| Annual return | 15.93% | 19.45%-3.5pp | 122.10%-106.2pp | 116.88%-100.9pp |
| Employer contribution / active EE | $7,410 | $2,321+219.3% | $5,169+43.4% | $2,428+205.2% |
| Participant deferral / active EE | $6,404 | $2,789+129.6% | $5,569+15.0% | $4,046+58.3% |
| Admin fee / account holder | $155 | $710-78.2% | $16,244-99.0% | $627-75.3% |