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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $32,666 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $16,121 |
PASI, LLC6 years Service code 16 · EIN 26-1407927 | Consulting | $8,655 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS,INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,799 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $50,704 | $129,227-60.8% | $184,256-72.5% | $77,762-34.8% |
| Participation rate | 61.5% | 87.4%-25.9pp | 86.8%-25.3pp | 70.6%-9.1pp |
| Annual return | 19.98% | 33.24%-13.3pp | 28.85%-8.9pp | 31.27%-11.3pp |
| Employer contribution / active EE | $226 | $4,412-94.9% | $6,427-96.5% | $2,728-91.7% |
| Participant deferral / active EE | $4,504 | $7,307-38.4% | $9,133-50.7% | $4,651-3.2% |
| Admin fee / account holder | $191 | $256-25.5% | $13,899-98.6% | $433-56.0% |