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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $15,963 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 81-4473358 | Advisory (Plan) | $11,489 |
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,833 | $138,386-73.4% | $184,260-80.0% | $80,935-54.5% |
| Participation rate | 92.4% | 83.9%+8.5pp | 86.8%+5.6pp | 67.7%+24.8pp |
| Annual return | 13.42% | 20.02%-6.6pp | 28.84%-15.4pp | 35.66%-22.2pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,697 | $7,076-61.9% | $9,133-70.5% | $4,299-37.3% |
| Admin fee / account holder | $277 | $10,489-97.4% | $13,898-98.0% | $6,924-96.0% |