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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $282,400 |
JANNEY MONTGOMERY SCOTT LLC10+ years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $74,924 |
KEITER10+ years Filed as: KEITER STEPHENS Service code 10 · EIN 54-1631262 | Accounting | $34,739 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,132 |
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 | $110,383 | $44,898+145.9% | $85,126+29.7% | $199,921-44.8% |
| Participation rate | 66.4% | 45.7%+20.7pp | 67.5%-1.1pp | 72.0%-5.6pp |
| Annual return | 20.06% | 20.98%-0.9pp | 66.63%-46.6pp | 34.28%-14.2pp |
| Employer contribution / active EE | $2,272 | $1,367+66.2% | $2,731-16.8% | $3,035-25.1% |
| Participant deferral / active EE | $6,997 | $2,670+162.1% | $4,523+54.7% | $5,089+37.5% |
| Admin fee / account holder | $97 | $585-83.5% | $6,160-98.4% | $269-64.1% |