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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $18,184 |
ARCWOOD FINANCIAL LLC5 years Service code 27 · EIN 46-2066186 | Advisory (Plan) | $16,456 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,401 | $78,636-46.1% | $105,607-59.9% | $74,459-43.1% |
| Participation rate | 79.3% | 72.8%+6.6pp | 75.3%+4.1pp | 67.2%+12.1pp |
| Annual return | 8.98% | 15.96%-7.0pp | 116.11%-107.1pp | 1369.70%-1360.7pp |
| Employer contribution / active EE | $565 | $2,523-77.6% | $3,167-82.1% | $2,626-78.5% |
| Participant deferral / active EE | $3,832 | $4,322-11.3% | $5,011-23.5% | $4,350-11.9% |
| Admin fee / account holder | $269 | $2,220-87.9% | $10,958-97.5% | $1,945-86.2% |