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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $62,242 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,146 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,438 | $81,301-57.6% | $76,030-54.7% | $200,096-82.8% |
| Participation rate | 69.4% | 70.1%-0.7pp | 69.1%+0.3pp | 72.0%-2.6pp |
| Annual return | 15.63% | 16.31%-0.7pp | 361.54%-345.9pp | 34.26%-18.6pp |
| Employer contribution / active EE | $667 | $3,352-80.1% | $2,688-75.2% | $3,038-78.1% |
| Participant deferral / active EE | $3,068 | $4,721-35.0% | $4,257-27.9% | $5,090-39.7% |
| Admin fee / account holder | $84 | $145-42.2% | $6,421-98.7% | $269-68.9% |