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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTITUTIOANL Service code 37 · EIN 04-2647786 | Loan Processing | $42,944 |
ADMIN3163 years Service code 16 · EIN 81-0759783 | Consulting | $36,590 |
STRATEGIC WEALTH MANAGEMENT3 years Filed as: STRATEGIC WEALTH MANAGEMENT GROUP Service code 27 · EIN 83-2425992 | Advisory (Plan) | $8,706 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,653 | $92,076-77.6% | $105,607-80.4% | $77,736-73.4% |
| Participation rate | 58.5% | 81.0%-22.5pp | 75.3%-16.8pp | 70.6%-12.1pp |
| Annual return | 11.75% | 17.84%-6.1pp | 116.11%-104.4pp | 31.26%-19.5pp |
| Employer contribution / active EE | $894 | $3,370-73.5% | $3,167-71.8% | $2,728-67.2% |
| Participant deferral / active EE | $2,264 | $5,390-58.0% | $5,011-54.8% | $4,651-51.3% |
| Admin fee / account holder | $450 | $219+105.3% | $10,958-95.9% | $433+3.7% |