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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,344 |
SETAWAY LLC5 years Service code 16 · EIN 45-5055797 | Consulting | $9,120 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS IN Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,459 |
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 | $176,760 | $65,125+171.4% | $143,797+22.9% | $66,949+164.0% |
| Participation rate | 84.0% | 65.2%+18.8pp | 80.3%+3.7pp | 69.8%+14.1pp |
| Annual return | -17.38% | -11.13%-6.2pp | -0.04%-17.3pp | 1.57%-18.9pp |
| Employer contribution / active EE | $8,054 | $2,362+240.9% | $4,952+62.6% | $2,545+216.4% |
| Participant deferral / active EE | $6,403 | $2,920+119.3% | $5,638+13.6% | $4,239+51.0% |
| Admin fee / account holder | $164 | $503-67.3% | $14,679-98.9% | $594-72.3% |