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| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $124,290 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,661 |
TIAA5 years Service code 50 · EIN 13-1624203 | Direct Payment | $375 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,636 | $113,568-22.8% | $67,560+29.7% | $200,096-56.2% |
| Participation rate | 93.6% | 73.3%+20.3pp | 72.9%+20.7pp | 72.0%+21.6pp |
| Annual return | 16.56% | 15.88%+0.7pp | 3533.50%-3516.9pp | 34.26%-17.7pp |
| Employer contribution / active EE | $5,003 | $3,409+46.7% | $2,737+82.8% | $3,038+64.7% |
| Participant deferral / active EE | $8,999 | $4,163+116.2% | $4,004+124.7% | $5,090+76.8% |
| Admin fee / account holder | $38 | $102-63.2% | $3,994-99.1% | $269-86.0% |