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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $135,881 |
VANTAGE FINANCIAL GROUP2 years Filed as: VANTAGE FINANCIAL GROUP INC Service code 27 · EIN 34-1051417 | Advisory (Plan) | $116,097 |
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).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,887 | $122,596-69.9% | $184,260-80.0% | $199,960-81.6% |
| Participation rate | 90.5% | 86.9%+3.5pp | 86.8%+3.7pp | 72.0%+18.5pp |
| Annual return | 22.68% | 144.14%-121.5pp | 28.84%-6.2pp | 34.28%-11.6pp |
| Employer contribution / active EE | $997 | $4,570-78.2% | $6,427-84.5% | $3,036-67.2% |
| Participant deferral / active EE | $6,338 | $7,972-20.5% | $9,133-30.6% | $5,087+24.6% |
| Admin fee / account holder | $98 | $120-18.6% | $13,898-99.3% | $269-63.6% |