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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC FINANCIAL SERVICES3 years Service code 27 · EIN 16-1334685 | Advisory (Plan) | $28,714 |
Filed as: FIDELITY INVESTMENTS INST'L OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $23,122 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,108 | $66,310+2.7% | $93,606-27.2% | $65,185+4.5% |
| Participation rate | 60.2% | 74.0%-13.8pp | 75.8%-15.6pp | 70.2%-10.0pp |
| Annual return | 17.99% | 42.58%-24.6pp | 32.76%-14.8pp | 29.38%-11.4pp |
| Employer contribution / active EE | $313 | $2,012-84.4% | $2,718-88.5% | $2,177-85.6% |
| Participant deferral / active EE | $1,979 | $3,342-40.8% | $4,069-51.3% | $3,514-43.7% |
| Admin fee / account holder | $343 | $6,897-95.0% | $7,888-95.6% | $847-59.5% |