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 | $77,788-52.7% | $119,126-69.1% | $64,728-43.2% |
| Participation rate | 30.4% | 69.4%-39.0pp | 75.8%-45.4pp | 57.9%-27.5pp |
| Annual return | 16.24% | 13.19%+3.1pp | 282.11%-265.9pp | 49.38%-33.1pp |
| Employer contribution / active EE | $256 | $4,031-93.7% | $4,034-93.7% | $2,243-88.6% |
| Participant deferral / active EE | $1,391 | $2,599-46.5% | $5,318-73.8% | $2,729-49.0% |
| Admin fee / account holder | $169 | $1,365-87.6% | $10,693-98.4% | $1,145-85.3% |