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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $134,285 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $56,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,067 | $122,259-48.4% | $147,041-57.1% | $199,874-68.4% |
| Participation rate | 59.8% | 78.3%-18.5pp | 82.2%-22.4pp | 72.0%-12.3pp |
| Annual return | 16.67% | 30.58%-13.9pp | 419.21%-402.5pp | 34.28%-17.6pp |
| Employer contribution / active EE | $1,878 | $4,097-54.2% | $4,935-61.9% | $3,036-38.2% |
| Participant deferral / active EE | $6,566 | $8,504-22.8% | $8,071-18.6% | $5,090+29.0% |
| Admin fee / account holder | $140 | $179-22.0% | $13,006-98.9% | $269-48.1% |