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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $96,801 |
ACTUARIAL BENEFITS CORP10+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 16 · EIN 20-1054428 | Consulting | $51,096 |
HOLDEN WEALTH MANAGEMENT INC.10+ years Service code 27 · EIN 03-0397432 1223 W CARSON ST · TORRANCE, CA 90502 | Advisory (Plan) | $41,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,637 | $41,510-62.3% | $85,009-81.6% | $99,061-84.2% |
| Participation rate | 11.7% | 35.3%-23.5pp | 67.5%-55.8pp | 71.6%-59.9pp |
| Annual return | 13.14% | 17.38%-4.2pp | 66.47%-53.3pp | 17.66%-4.5pp |
| Employer contribution / active EE | $277 | $1,137-75.7% | $2,728-89.9% | $3,261-91.5% |
| Participant deferral / active EE | $112 | $2,246-95.0% | $4,522-97.5% | $5,331-97.9% |
| Admin fee / account holder | $146 | $175-16.5% | $6,153-97.6% | $109+34.3% |