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% | $164,866-39.3% | $77,671+28.7% |
| Participation rate | 40.8% | 78.6%-37.8pp | 78.6%-37.8pp | 70.6%-29.8pp |
| Annual return | 18.06% | 28.81%-10.7pp | 69.97%-51.9pp | 31.21%-13.1pp |
| Employer contribution / active EE | $590 | $2,568-77.0% | $4,343-86.4% | $2,726-78.3% |
| Participant deferral / active EE | $3,463 | $4,897-29.3% | $6,033-42.6% | $4,648-25.5% |
| Admin fee / account holder | $45 | $340-86.8% | $12,689-99.6% | $430-89.6% |