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| Provider | Service type | Compensation |
|---|---|---|
FIRST WESTERN TRUST BANK10+ years Service code 27 · EIN 27-0083757 | Advisory (Plan) | $22,024 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,256 | $59,448-37.3% | $93,696-60.2% | $74,459-50.0% |
| Participation rate | 60.8% | 59.6%+1.2pp | 68.7%-7.9pp | 67.2%-6.4pp |
| Annual return | 15.13% | 82.11%-67.0pp | 133.74%-118.6pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,573 | $3,052-15.7% | $4,417-41.8% | $4,350-40.9% |
| Admin fee / account holder | $203 | $3,027-93.3% | $8,287-97.6% | $1,945-89.6% |