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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,057 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $426 |
Filed as: FIDELITY INVESTMENTS INSITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSTITUTIONALF Service code 60 | Sub-TA Fees | $0 |
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).
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 | $55,457 | $88,122-37.1% | $141,191-60.7% | $67,579-17.9% |
| Participation rate | 53.6% | 76.5%-22.9pp | 82.5%-28.9pp | 71.3%-17.7pp |
| Annual return | 24.96% | 75.40%-50.4pp | 71.41%-46.5pp | 378.56%-353.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $7,806 | $5,958+31.0% | $6,710+16.3% | $3,539+120.5% |
| Admin fee / account holder | $75 | $131-42.9% | $10,264-99.3% | $142-47.5% |