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| Provider | Service type | Compensation |
|---|---|---|
CHRISTINE E FRIES, P.A.4+ years Service code 10 · EIN 26-0745728 | Accounting | $8,750 |
Service code 16 · EIN 22-3507738 | Consulting | $2,500 |
Filed as: FIDELITY INVESTMENTS, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $694 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,743 | $77,816-33.5% | $123,549-58.1% | $64,181-19.4% |
| Participation rate | 37.5% | 74.7%-37.2pp | 82.3%-44.8pp | 69.6%-32.1pp |
| Annual return | -4.65% | 12.49%-17.1pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $570 | $3,014-81.1% | $4,628-87.7% | $2,381-76.1% |
| Participant deferral / active EE | $2,164 | $5,240-58.7% | $6,426-66.3% | $3,470-37.6% |
| Admin fee / account holder | $84 | $5,519-98.5% | $9,284-99.1% | $4,887-98.3% |