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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $8,456 |
BENEFIT AUDIT GROUP, LLC1 year Filed as: BENEFIT AUDIT GROUP Service code 10 · EIN 21-9987163 | Accounting | $4,290 |
NPPG4 years Service code 16 · EIN 22-3349752 | Consulting | $1,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,997 | $101,672-59.7% | $147,117-72.1% | $74,478-45.0% |
| Participation rate | 65.8% | 75.5%-9.7pp | 82.2%-16.4pp | 67.2%-1.4pp |
| Annual return | 10.54% | 8757.83%-8747.3pp | 420.54%-410.0pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,564 | $7,305-51.2% | $8,065-55.8% | $4,350-18.1% |
| Admin fee / account holder | $110 | $1,753-93.7% | $12,993-99.2% | $1,946-94.4% |