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| Provider | Service type | Compensation |
|---|---|---|
MGO ONE SEVEN LLC4 years Service code 27 · EIN 88-1097186 | Advisory (Plan) | $48,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,760 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,370 | $89,178-24.5% | $91,541-26.4% | $102,872-34.5% |
| Participation rate | 46.7% | 79.7%-32.9pp | 69.8%-23.0pp | 73.0%-26.3pp |
| Annual return | 16.99% | 14.52%+2.5pp | 20.50%-3.5pp | 19.06%-2.1pp |
| Employer contribution / active EE | $920 | $3,455-73.4% | $2,505-63.3% | $3,526-73.9% |
| Participant deferral / active EE | $2,874 | $4,657-38.3% | $4,008-28.3% | $5,535-48.1% |
| Admin fee / account holder | $120 | $134-10.4% | $6,956-98.3% | $292-58.9% |