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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $827,895 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $159,464 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $59,662 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $57,304 |
HARTER SECREST & EMERY LLP3 years Service code 29 · EIN 16-0766172 | Legal | $16,907 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,697 | $73,283-66.3% | $155,556-84.1% | $106,553-76.8% |
| Participation rate | 28.8% | 73.3%-44.5pp | 78.2%-49.4pp | 69.8%-41.0pp |
| Annual return | 13.14% | 15.76%-2.6pp | 64.84%-51.7pp | 17.37%-4.2pp |
| Employer contribution / active EE | $201 | $2,241-91.0% | $4,675-95.7% | $3,359-94.0% |
| Participant deferral / active EE | $898 | $4,567-80.3% | $5,631-84.1% | $5,562-83.9% |
| Admin fee / account holder | $85 | $56+52.2% | $15,885-99.5% | $80+6.9% |