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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $16,613 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $5,700 |
Filed as: FIDELITY INVESTMENT - DST ASSET MAN Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL 0 Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,281 | $74,552-83.5% | $62,995-80.5% | $69,631-82.4% |
| Participation rate | 53.1% | 78.3%-25.1pp | 74.8%-21.7pp | 70.7%-17.6pp |
| Annual return | 22.00% | 15.77%+6.2pp | 87.57%-65.6pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $555 | $2,929-81.0% | $2,759-79.9% | $2,032-72.7% |
| Participant deferral / active EE | $2,464 | $2,974-17.2% | $3,329-26.0% | $3,224-23.6% |
| Admin fee / account holder | $66 | $59+11.4% | $3,600-98.2% | $110-40.1% |