| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $517,568 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $135,226 |
CALLAN ASSOCIATES4+ years Service code 16 · EIN 94-2192581 | Consulting | $31,250 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 27 · EIN 82-1061233 | Advisory (Plan) | $27,980 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $16,050 |
HEWITT ASSOCIATES LLC4+ years Filed as: AONHEWITT ASSOCIATES LLC. Service code 16 · EIN 36-2235791 | Consulting | $12,647 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,064 | $127,796-55.3% | $76,768-25.7% | $73,367-22.2% |
| Participation rate | 51.8% | 88.2%-36.4pp | 77.0%-25.1pp | 69.5%-17.7pp |
| Annual return | -8.50% | -2.31%-6.2pp | 2.43%-10.9pp | 173.45%-182.0pp |
| Employer contribution / active EE | $453 | $3,931-88.5% | $2,485-81.8% | $2,499-81.9% |
| Participant deferral / active EE | $1,040 | $6,924-85.0% | $3,852-73.0% | $4,033-74.2% |
| Admin fee / account holder | $70 | $66+6.2% | $6,676-98.9% | $68+3.1% |