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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $120,759 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $40,467 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $66,524 | $76,172-12.7% | $81,353-18.2% | $199,960-66.7% |
| Participation rate | 41.7% | 76.2%-34.5pp | 69.5%-27.8pp | 72.0%-30.3pp |
| Annual return | 27.39% | 15.59%+11.8pp | 24.82%+2.6pp | 34.28%-6.9pp |
| Employer contribution / active EE | $1,086 | $2,800-61.2% | $2,464-55.9% | $3,036-64.2% |
| Participant deferral / active EE | $1,866 | $4,200-55.6% | $3,885-52.0% | $5,087-63.3% |
| Admin fee / account holder | $162 | $146+10.7% | $5,766-97.2% | $269-40.0% |