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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $165,346 |
AMERICAN FUNDS10+ years Filed as: CAPITAL STRATAGIES Service code 16 · EIN 26-4789150 | Consulting | $47,500 |
CROWE LLP9 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $37,380 |
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 | $161,183 | $110,258+46.2% | $102,460+57.3% | $200,096-19.4% |
| Participation rate | 94.3% | 86.3%+8.0pp | 76.5%+17.8pp | 72.0%+22.3pp |
| Annual return | 14.52% | 35.78%-21.3pp | 29.47%-14.9pp | 34.26%-19.7pp |
| Employer contribution / active EE | $5,574 | $3,605+54.6% | $3,025+84.2% | $3,038+83.5% |
| Participant deferral / active EE | $8,510 | $6,377+33.4% | $5,056+68.3% | $5,090+67.2% |
| Admin fee / account holder | $106 | $122-13.4% | $9,460-98.9% | $269-60.7% |