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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $197,858 |
BDO USA, LLP4 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $69,116 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,807 |
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 | $69,816 | $241,850-71.1% | $102,437-31.8% | $200,096-65.1% |
| Participation rate | 76.2% | 78.3%-2.1pp | 74.5%+1.7pp | 72.0%+4.2pp |
| Annual return | 35.78% | 17.67%+18.1pp | 24.95%+10.8pp | 34.26%+1.5pp |
| Employer contribution / active EE | $2,183 | $4,253-48.7% | $3,871-43.6% | $3,038-28.1% |
| Participant deferral / active EE | $5,837 | $3,961+47.4% | $5,060+15.4% | $5,090+14.7% |
| Admin fee / account holder | $93 | $288-67.8% | $8,388-98.9% | $269-65.6% |