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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,390 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,078 |
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 | $62,789 | $89,465-29.8% | $165,100-62.0% | $77,762-19.3% |
| Participation rate | 81.1% | 78.6%+2.4pp | 78.6%+2.4pp | 70.6%+10.5pp |
| Annual return | 16.38% | 28.86%-12.5pp | 70.21%-53.8pp | 31.27%-14.9pp |
| Employer contribution / active EE | $920 | $2,565-64.1% | $4,348-78.9% | $2,728-66.3% |
| Participant deferral / active EE | $2,900 | $4,904-40.9% | $6,035-52.0% | $4,651-37.6% |
| Admin fee / account holder | $21 | $340-93.8% | $12,696-99.8% | $433-95.2% |