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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $122,077 |
LEGACY PROFESSIONALS LLP10+ years Filed as: LEGACY ASSET MANAGEMENT INC Service code 27 · EIN 76-0574055 | Advisory (Plan) | $40,540 |
Filed as: SHEFFIELD, TRACKWELL & RAPP, LLC Service code 10 · EIN 27-2581114 | Accounting | $19,600 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,618 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,725 |
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 | $69,172 | $58,644+18.0% | $178,505-61.2% | $200,096-65.4% |
| Participation rate | 83.8% | 65.5%+18.4pp | 77.1%+6.7pp | 72.0%+11.8pp |
| Annual return | 16.14% | 19.25%-3.1pp | 27.16%-11.0pp | 34.26%-18.1pp |
| Employer contribution / active EE | $3,885 | $1,801+115.7% | $3,955-1.8% | $3,038+27.9% |
| Participant deferral / active EE | $7,573 | $4,248+78.3% | $6,280+20.6% | $5,090+48.8% |
| Admin fee / account holder | $155 | $145+6.6% | $10,428-98.5% | $269-42.5% |