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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $93,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $78,356 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,211 | $122,219-38.5% | $147,096-48.9% | $199,921-62.4% |
| Participation rate | 48.3% | 78.3%-29.9pp | 82.2%-33.9pp | 72.0%-23.7pp |
| Annual return | 15.57% | 30.59%-15.0pp | 419.75%-404.2pp | 34.28%-18.7pp |
| Employer contribution / active EE | $1,770 | $4,096-56.8% | $4,936-64.1% | $3,035-41.7% |
| Participant deferral / active EE | $4,760 | $8,503-44.0% | $8,071-41.0% | $5,089-6.5% |
| Admin fee / account holder | $88 | $179-51.1% | $13,005-99.3% | $269-67.5% |