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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 | $41,039-61.9% | $85,240-81.7% | $99,313-84.3% |
| Participation rate | 11.7% | 34.4%-22.7pp | 67.5%-55.8pp | 71.7%-60.0pp |
| Annual return | 13.14% | 17.44%-4.3pp | 66.75%-53.6pp | 17.67%-4.5pp |
| Employer contribution / active EE | $277 | $1,106-75.0% | $2,735-89.9% | $3,264-91.5% |
| Participant deferral / active EE | $112 | $2,193-94.9% | $4,527-97.5% | $5,346-97.9% |
| Admin fee / account holder | $146 | $177-17.3% | $6,165-97.6% | $109+34.1% |