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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $66,897 |
HOLDEN WEALTH MANAGEMENT INC.6+ years Service code 27 · EIN 03-0397432 1223 W CARSON ST · TORRANCE, CA 90502 | Advisory (Plan) | $24,064 |
ACTUARIAL BENEFITS CORP6+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 16 · EIN 20-1054428 | Consulting | $21,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,281 | $37,542-62.0% | $89,391-84.0% | $93,223-84.7% |
| Participation rate | 6.3% | 36.7%-30.3pp | 68.0%-61.6pp | 74.9%-68.6pp |
| Annual return | 17.10% | 16.65%+0.4pp | 245.62%-228.5pp | 19.29%-2.2pp |
| Employer contribution / active EE | $137 | $644-78.7% | $2,586-94.7% | $2,680-94.9% |
| Participant deferral / active EE | $109 | $1,684-93.5% | $3,890-97.2% | $4,563-97.6% |
| Admin fee / account holder | $131 | $107+22.4% | $4,881-97.3% | $79+65.2% |