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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,930 | $88,890-52.8% | $102,423-59.1% | $77,643-46.0% |
| Participation rate | 89.0% | 80.9%+8.1pp | 76.5%+12.5pp | 70.6%+18.4pp |
| Annual return | 8.21% | 24.98%-16.8pp | 29.32%-21.1pp | 31.24%-23.0pp |
| Employer contribution / active EE | $1,441 | $2,698-46.6% | $3,023-52.3% | $2,726-47.1% |
| Participant deferral / active EE | $4,268 | $5,145-17.1% | $5,053-15.5% | $4,647-8.2% |
| Admin fee / account holder | $181 | $235-23.0% | $9,451-98.1% | $430-57.9% |