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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $306,856 |
FRAZIER & DEETER, LLC10+ years Service code 10 · EIN 58-1433845 | Accounting | $5,000 |
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 | $68,671 | $68,110+0.8% | $155,556-55.9% | $99,313-30.9% |
| Participation rate | 67.9% | 67.8%+0.1pp | 78.2%-10.3pp | 71.7%-3.8pp |
| Annual return | 17.41% | 16.16%+1.3pp | 64.84%-47.4pp | 17.67%-0.3pp |
| Employer contribution / active EE | $1,466 | $2,291-36.0% | $4,675-68.6% | $3,264-55.1% |
| Participant deferral / active EE | $5,835 | $3,865+51.0% | $5,631+3.6% | $5,346+9.2% |
| Admin fee / account holder | $67 | $94-28.6% | $15,885-99.6% | $109-38.5% |