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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $96,261 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 · EIN 35-2467663 | Advisory (Plan) | $62,656 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,661 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,600 | $122,128-57.7% | $147,080-64.9% | $199,960-74.2% |
| Participation rate | 78.4% | 78.2%+0.3pp | 82.2%-3.7pp | 72.0%+6.4pp |
| Annual return | 17.54% | 30.58%-13.0pp | 420.17%-402.6pp | 34.28%-16.7pp |
| Employer contribution / active EE | $817 | $4,093-80.0% | $4,933-83.4% | $3,036-73.1% |
| Participant deferral / active EE | $4,003 | $8,484-52.8% | $8,066-50.4% | $5,087-21.3% |
| Admin fee / account holder | $172 | $180-3.9% | $12,989-98.7% | $269-35.9% |