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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $67,380 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $29,499 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,106 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,225 | $89,123-72.8% | $102,460-76.4% | $77,762-68.8% |
| Participation rate | 74.0% | 80.9%-6.9pp | 76.5%-2.5pp | 70.6%+3.4pp |
| Annual return | 10.72% | 25.05%-14.3pp | 29.47%-18.8pp | 31.27%-20.6pp |
| Employer contribution / active EE | $604 | $2,700-77.6% | $3,025-80.0% | $2,728-77.8% |
| Participant deferral / active EE | $2,767 | $5,148-46.2% | $5,056-45.3% | $4,651-40.5% |
| Admin fee / account holder | $128 | $236-45.6% | $9,460-98.6% | $433-70.4% |