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| Provider | Service type | Compensation |
|---|---|---|
PEARCE FINANCIAL4 years Service code 27 · EIN 59-3197245 | Advisory (Plan) | $17,317 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $14,285 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $961 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,634 | $55,457-30.3% | $76,119-49.2% | $77,736-50.3% |
| Participation rate | 25.1% | 63.6%-38.5pp | 69.1%-44.0pp | 70.6%-45.5pp |
| Annual return | 10.49% | 17.09%-6.6pp | 361.25%-350.8pp | 31.26%-20.8pp |
| Employer contribution / active EE | $359 | $1,792-79.9% | $2,693-86.7% | $2,728-86.8% |
| Participant deferral / active EE | $1,175 | $3,454-66.0% | $4,259-72.4% | $4,651-74.7% |
| Admin fee / account holder | $268 | $411-34.7% | $6,421-95.8% | $433-38.1% |