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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,139 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,818 |
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 | $68,432 | $89,123-23.2% | $102,460-33.2% | $77,762-12.0% |
| Participation rate | 64.8% | 80.9%-16.1pp | 76.5%-11.7pp | 70.6%-5.8pp |
| Annual return | 13.49% | 25.05%-11.6pp | 29.47%-16.0pp | 31.27%-17.8pp |
| Employer contribution / active EE | $1,965 | $2,700-27.2% | $3,025-35.0% | $2,728-28.0% |
| Participant deferral / active EE | $2,114 | $5,148-58.9% | $5,056-58.2% | $4,651-54.5% |
| Admin fee / account holder | $72 | $236-69.4% | $9,460-99.2% | $433-83.3% |