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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $12,566 |
ARKADIOS CAPITAL1 year Service code 55 | Other Commissions | $5,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,194 | $89,652-56.3% | $141,197-72.2% | $65,186-39.9% |
| Participation rate | 56.2% | 74.7%-18.5pp | 82.5%-26.3pp | 70.2%-14.0pp |
| Annual return | 20.83% | 32.79%-12.0pp | 71.41%-50.6pp | 29.39%-8.6pp |
| Employer contribution / active EE | $1,402 | $3,065-54.2% | $4,736-70.4% | $2,177-35.6% |
| Participant deferral / active EE | $3,208 | $5,691-43.6% | $6,710-52.2% | $3,514-8.7% |
| Admin fee / account holder | $104 | $569-81.7% | $10,265-99.0% | $847-87.7% |