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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ENHANCEMENT GROUP Service code 27 · EIN 41-2016508 | Advisory (Plan) | $27,998 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,180 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $18,085 | $91,710-80.3% | $67,560-73.2% | $77,762-76.7% |
| Participation rate | 78.8% | 76.0%+2.7pp | 72.9%+5.8pp | 70.6%+8.2pp |
| Annual return | 10.10% | 14.88%-4.8pp | 3533.50%-3523.4pp | 31.27%-21.2pp |
| Employer contribution / active EE | $312 | $3,187-90.2% | $2,737-88.6% | $2,728-88.6% |
| Participant deferral / active EE | $2,623 | $3,911-32.9% | $4,004-34.5% | $4,651-43.6% |
| Admin fee / account holder | $55 | $245-77.5% | $3,994-98.6% | $433-87.3% |