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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUB INTERNATIONAL, MID-ATLANTIC Service code 51 · EIN 47-1411118 | Investment Mgmt Fees | $50,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,650 |
TIAA7 years Service code 37 · EIN 13-1624203 | Loan Processing | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $139,764 | $101,591+37.6% | $147,096-5.0% | $74,429+87.8% |
| Participation rate | 49.8% | 75.5%-25.8pp | 82.2%-32.4pp | 67.2%-17.4pp |
| Annual return | 16.17% | 8746.45%-8730.3pp | 419.75%-403.6pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $7,736 | $3,813+102.9% | $4,936+56.7% | $2,625+194.7% |
| Participant deferral / active EE | $9,984 | $7,302+36.7% | $8,071+23.7% | $4,348+129.6% |
| Admin fee / account holder | $113 | $1,750-93.6% | $13,005-99.1% | $1,944-94.2% |