Filed February 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
WELLTH ADVISORY SERVICES LLC2 years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $39,728 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,783 | $92,224-60.1% | $105,223-65.0% | $79,634-53.8% |
| Participation rate | 30.4% | 69.2%-38.8pp | 75.0%-44.7pp | 62.5%-32.1pp |
| Annual return | 16.24% | 88.65%-72.4pp | 180.65%-164.4pp | 36.46%-20.2pp |
| Employer contribution / active EE | $256 | $3,965-93.6% | $3,689-93.1% | $2,529-89.9% |
| Participant deferral / active EE | $1,391 | $3,834-63.7% | $5,072-72.6% | $3,835-63.7% |
| Admin fee / account holder | $169 | $1,121-84.9% | $8,859-98.1% | $1,002-83.2% |