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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $107,966 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$677,930 |
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).
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 | $76,166 | $57,150+33.3% | $93,727-18.7% | $106,553-28.5% |
| Participation rate | 49.3% | 49.1%+0.2pp | 68.7%-19.4pp | 69.8%-20.5pp |
| Annual return | 31.56% | 15.81%+15.7pp | 133.83%-102.3pp | 17.37%+14.2pp |
| Employer contribution / active EE | $1,197 | $1,015+18.0% | $2,421-50.5% | $3,359-64.3% |
| Participant deferral / active EE | $3,992 | $1,853+115.4% | $4,417-9.6% | $5,562-28.2% |
| Admin fee / account holder | -$58 | $64-190.3% | $8,292-100.7% | $80-173.0% |