Filed February 9, 2024
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| Provider | Service type | Compensation |
|---|---|---|
SFW PARTNERS, LLC1 year Service code 10 · EIN 43-1764273 | Accounting | $15,500 |
Service code 49 · EIN 36-4291971 | Other Services | $5,625 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$6,177 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $37,241 | $36,728+1.4% | $56,025-33.5% | $99,313-62.5% |
| Participation rate | 8.2% | 25.4%-17.1pp | 52.5%-44.3pp | 71.7%-63.5pp |
| Annual return | 14.41% | 14.66%-0.3pp | 1712.69%-1698.3pp | 17.67%-3.3pp |
| Employer contribution / active EE | $46 | $415-88.9% | $1,042-95.6% | $3,264-98.6% |
| Participant deferral / active EE | $365 | $1,058-65.4% | $1,955-81.3% | $5,346-93.2% |
| Admin fee / account holder | $25 | $113-78.2% | $2,828-99.1% | $109-77.4% |