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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $725,466 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 | Accounting | $10,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,842 | $106,553-79.5% | $81,370-73.2% | $106,553-79.5% |
| Participation rate | 88.0% | 69.8%+18.2pp | 69.5%+18.4pp | 69.8%+18.2pp |
| Annual return | 9.25% | 17.37%-8.1pp | 24.85%-15.6pp | 17.37%-8.1pp |
| Employer contribution / active EE | $842 | $3,359-74.9% | $2,464-65.8% | $3,359-74.9% |
| Participant deferral / active EE | $2,009 | $5,562-63.9% | $3,885-48.3% | $5,562-63.9% |
| Admin fee / account holder | $64 | $80-19.7% | $5,749-98.9% | $80-19.7% |