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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $59,125 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 15 · EIN 13-4238973 | Recordkeeping | $22,525 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,476 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,545 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,565 | $237,565-82.5% | $141,200-70.6% | - |
| Participation rate | 98.2% | 70.1%+28.1pp | 82.5%+15.7pp | - |
| Annual return | 31.64% | 19.47%+12.2pp | 71.41%-39.8pp | - |
| Employer contribution / active EE | $501 | $2,430-79.4% | $4,736-89.4% | - |
| Participant deferral / active EE | $4,601 | $5,165-10.9% | $6,710-31.4% | - |
| Admin fee / account holder | $104 | $15,211-99.3% | $10,265-99.0% | - |