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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $48,307 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $26,250 |
Service code 10 · EIN 76-0448495 | Accounting | $11,440 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,884 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,930 | $89,123-53.0% | $102,460-59.1% | $77,762-46.1% |
| Participation rate | 89.0% | 80.9%+8.1pp | 76.5%+12.5pp | 70.6%+18.4pp |
| Annual return | 8.21% | 25.05%-16.8pp | 29.47%-21.3pp | 31.27%-23.1pp |
| Employer contribution / active EE | $1,441 | $2,700-46.6% | $3,025-52.4% | $2,728-47.2% |
| Participant deferral / active EE | $4,268 | $5,148-17.1% | $5,056-15.6% | $4,651-8.2% |
| Admin fee / account holder | $181 | $236-23.2% | $9,460-98.1% | $433-58.1% |