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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC FINANCIAL SERVICES8 years Service code 27 · EIN 16-1334685 | Advisory (Plan) | $38,344 |
Filed as: FIDELITY INVESTMENTS INST'L OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $29,293 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,735 | $78,636+11.6% | $105,607-16.9% | $74,459+17.8% |
| Participation rate | 61.3% | 72.8%-11.5pp | 75.3%-14.0pp | 67.2%-5.9pp |
| Annual return | 13.10% | 15.96%-2.9pp | 116.11%-103.0pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $384 | $2,523-84.8% | $3,167-87.9% | $2,626-85.4% |
| Participant deferral / active EE | $2,946 | $4,322-31.8% | $5,011-41.2% | $4,350-32.3% |
| Admin fee / account holder | $420 | $2,220-81.1% | $10,958-96.2% | $1,945-78.4% |