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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,935 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,259 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,419 | $88,982-38.8% | $102,438-46.9% | $77,671-29.9% |
| Participation rate | 89.0% | 80.9%+8.1pp | 76.5%+12.5pp | 70.6%+18.5pp |
| Annual return | 16.59% | 25.01%-8.4pp | 29.37%-12.8pp | 31.21%-14.6pp |
| Employer contribution / active EE | $841 | $2,698-68.8% | $3,024-72.2% | $2,726-69.2% |
| Participant deferral / active EE | $3,677 | $5,144-28.5% | $5,054-27.2% | $4,648-20.9% |
| Admin fee / account holder | $18 | $236-92.6% | $9,448-99.8% | $430-95.9% |