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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $54,042 |
ROBERTSON & ROBERTSON, PLLC6 years Service code 10 · EIN 26-1631123 | Accounting | $5,750 |
Participant contribution per participant 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.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,514 | $107,741-62.4% | $96,576-58.0% | $79,634-49.1% |
| Participation rate | 85.2% | 79.1%+6.1pp | 81.4%+3.8pp | 62.5%+22.7pp |
| Annual return | 14.66% | 19.24%-4.6pp | 38.47%-23.8pp | 36.46%-21.8pp |
| Employer contribution / active EE | $821 | $2,991-72.5% | $3,553-76.9% | $2,529-67.5% |
| Participant deferral / active EE | $2,321 | $7,899-70.6% | $7,956-70.8% | $3,835-39.5% |
| Admin fee / account holder | $119 | $1,150-89.6% | $11,381-99.0% | $1,002-88.1% |