Filed November 14, 2022
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $95,275 |
WEALTHSPIRE ADVISORS LLC1 year Filed as: WEALTHSPIRE RETIREMENT ADVISORY Service code 27 · EIN 33-0905143 | Advisory (Plan) | $84,969 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,987 |
KBF CPAS - AUDIT, LLP2 years Service code 10 · EIN 33-2366711 | Accounting | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $128,063 | $100,061+28.0% | $120,344+6.4% | $64,728+97.8% |
| Participation rate | 95.7% | 79.8%+15.9pp | 76.7%+19.0pp | 57.9%+37.8pp |
| Annual return | 15.73% | 16.53%-0.8pp | 20.30%-4.6pp | 49.38%-33.7pp |
| Employer contribution / active EE | $4,613 | $3,112+48.2% | $3,020+52.7% | $2,243+105.7% |
| Participant deferral / active EE | $14,209 | $4,955+186.8% | $5,135+176.7% | $2,729+420.6% |
| Admin fee / account holder | $332 | $428-22.6% | $12,742-97.4% | $1,145-71.0% |