Filed June 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Service code 55 · EIN 93-0987232 | Other Commissions | $52,299 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $10,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,991 | $89,465+11.8% | $165,100-39.4% | $77,762+28.6% |
| Participation rate | 40.8% | 78.6%-37.8pp | 78.6%-37.8pp | 70.6%-29.8pp |
| Annual return | 18.06% | 28.86%-10.8pp | 70.21%-52.1pp | 31.27%-13.2pp |
| Employer contribution / active EE | $590 | $2,565-77.0% | $4,348-86.4% | $2,728-78.4% |
| Participant deferral / active EE | $3,463 | $4,904-29.4% | $6,035-42.6% | $4,651-25.5% |
| Admin fee / account holder | $45 | $340-86.8% | $12,696-99.6% | $433-89.6% |