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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $73,319 |
HOLDEN WEALTH MANAGEMENT INC.9+ years Service code 27 · EIN 03-0397432 1223 W CARSON ST · TORRANCE, CA 90502 | Advisory (Plan) | $33,580 |
ACTUARIAL BENEFITS CORP9+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $6,195 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,139 | $36,489-61.3% | $80,648-82.5% | $103,590-86.4% |
| Participation rate | 10.2% | 39.1%-28.8pp | 67.0%-56.8pp | 73.3%-63.1pp |
| Annual return | 18.88% | 64.53%-45.7pp | 937.21%-918.3pp | 33.13%-14.3pp |
| Employer contribution / active EE | $262 | $1,018-74.3% | $2,724-90.4% | $3,213-91.8% |
| Participant deferral / active EE | $116 | $2,389-95.1% | $4,443-97.4% | $5,214-97.8% |
| Admin fee / account holder | $95 | $479-80.1% | $5,382-98.2% | $114-16.4% |