Filed January 23, 2025
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $607,825 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $154,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,108 | $52,172-0.1% | $56,025-7.0% | $106,553-51.1% |
| Participation rate | 37.1% | 32.5%+4.6pp | 52.5%-15.4pp | 69.8%-32.7pp |
| Annual return | 30.71% | 17.21%+13.5pp | 1712.69%-1682.0pp | 17.37%+13.3pp |
| Employer contribution / active EE | $622 | $613+1.5% | $1,042-40.3% | $3,359-81.5% |
| Participant deferral / active EE | $1,257 | $1,424-11.7% | $1,955-35.7% | $5,562-77.4% |
| Admin fee / account holder | $82 | $90-9.4% | $2,828-97.1% | $80+2.9% |