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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC FINANCIAL SERVICES6 years Service code 27 · EIN 16-1334685 | Advisory (Plan) | $35,960 |
Filed as: FIDELITY INVESTMENTS INST'L OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $29,611 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,413 | $72,620+1.1% | $90,760-19.1% | $66,938+9.7% |
| Participation rate | 58.7% | 73.7%-15.0pp | 75.7%-17.0pp | 69.8%-11.2pp |
| Annual return | -14.60% | -12.28%-2.3pp | -12.16%-2.4pp | 1.58%-16.2pp |
| Employer contribution / active EE | $391 | $2,369-83.5% | $2,922-86.6% | $2,545-84.6% |
| Participant deferral / active EE | $2,699 | $3,979-32.2% | $4,565-40.9% | $4,238-36.3% |
| Admin fee / account holder | $434 | $707-38.6% | $8,444-94.9% | $594-26.8% |