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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $758,578 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $346,175 |
UBS FINANCIAL SERVICES INC9 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $83,500 |
Form 5500 reported that benefits due were not provided when due.
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 | $79,922 | $120,321-33.6% | $147,117-45.7% | $99,313-19.5% |
| Participation rate | 97.8% | 73.4%+24.5pp | 82.2%+15.6pp | 71.7%+26.1pp |
| Annual return | 14.60% | 28.95%-14.3pp | 420.54%-405.9pp | 17.67%-3.1pp |
| Employer contribution / active EE | $3,340 | $4,158-19.7% | $4,932-32.3% | $3,264+2.3% |
| Participant deferral / active EE | $7,970 | $8,044-0.9% | $8,065-1.2% | $5,346+49.1% |
| Admin fee / account holder | $88 | $150-41.2% | $12,993-99.3% | $109-19.0% |