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| Provider | Service type | Compensation |
|---|---|---|
VISIONPOINT ADVISORY GROUP4 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $66,589 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,746 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,214 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,644 | $42,127+65.3% | $85,240-18.3% | $106,553-34.6% |
| Participation rate | 1.8% | 36.6%-34.8pp | 67.5%-65.8pp | 69.8%-68.1pp |
| Annual return | 17.67% | 36.21%-18.5pp | 66.75%-49.1pp | 17.37%+0.3pp |
| Employer contribution / active EE | $88 | $825-89.4% | $2,735-96.8% | $3,359-97.4% |
| Participant deferral / active EE | $192 | $2,066-90.7% | $4,527-95.8% | $5,562-96.5% |
| Admin fee / account holder | $242 | $114+112.9% | $6,165-96.1% | $80+203.4% |