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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 04-2541452 | Consulting | $25,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,044 |
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 | $108,756 | $62,166+74.9% | $81,286+33.8% | $74,429+46.1% |
| Participation rate | 46.7% | 64.1%-17.4pp | 69.5%-22.8pp | 67.2%-20.5pp |
| Annual return | 11.36% | 16.50%-5.1pp | 24.80%-13.4pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $1,190 | $1,881-36.7% | $2,463-51.7% | $2,625-54.7% |
| Participant deferral / active EE | $3,007 | $3,223-6.7% | $3,883-22.6% | $4,348-30.9% |
| Admin fee / account holder | $239 | $1,925-87.6% | $5,764-95.8% | $1,944-87.7% |