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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $65,616 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,795 |
COOK STREET CONSULTING2 years Service code 16 · EIN 84-0854432 | Consulting | $37,500 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $29,510 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,708 | $53,204-38.5% | $155,556-79.0% | $200,096-83.7% |
| Participation rate | 92.6% | 64.1%+28.5pp | 78.2%+14.3pp | 72.0%+20.5pp |
| Annual return | 16.06% | 41.02%-25.0pp | 64.84%-48.8pp | 34.26%-18.2pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $3,457 | $3,163+9.3% | $5,631-38.6% | $5,090-32.1% |
| Admin fee / account holder | $39 | $186-78.9% | $15,885-99.8% | $269-85.5% |