Filed March 2, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,898 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$134,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $106,885 | $110,299-3.1% | $102,423+4.4% | $199,593-46.4% |
| Participation rate | 58.3% | 86.3%-28.0pp | 76.5%-18.2pp | 72.0%-13.6pp |
| Annual return | 20.13% | 35.73%-15.6pp | 29.32%-9.2pp | 34.25%-14.1pp |
| Employer contribution / active EE | $2,197 | $3,603-39.0% | $3,023-27.3% | $3,034-27.6% |
| Participant deferral / active EE | $7,407 | $6,376+16.2% | $5,053+46.6% | $5,087+45.6% |
| Admin fee / account holder | $130 | $122+6.2% | $9,451-98.6% | $269-51.7% |