Filed October 3, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,008 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,241 | $45,031+67.1% | $85,009-11.5% | $77,671-3.1% |
| Participation rate | 18.3% | 48.7%-30.4pp | 67.5%-49.2pp | 70.6%-52.3pp |
| Annual return | 13.39% | 79.22%-65.8pp | 66.47%-53.1pp | 31.21%-17.8pp |
| Employer contribution / active EE | $358 | $1,609-77.7% | $2,728-86.9% | $2,726-86.9% |
| Participant deferral / active EE | $1,606 | $2,807-42.8% | $4,522-64.5% | $4,648-65.4% |
| Admin fee / account holder | $196 | $912-78.5% | $6,153-96.8% | $430-54.5% |