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| Provider | Service type | Compensation |
|---|---|---|
PERFORMANCE STRATEGIES, LLC3 years Service code 16 · EIN 54-1867052 | Consulting | $34,171 |
FID INV INST OPS CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,719 | $105,581+60.7% | $70,492+140.8% | $90,274+88.0% |
| Participation rate | 68.8% | 77.5%-8.7pp | 75.1%-6.2pp | 73.4%-4.5pp |
| Annual return | 16.58% | 14.78%+1.8pp | 109.16%-92.6pp | 53.97%-37.4pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,738-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $7,261 | $3,813+90.4% | $3,711+95.7% | $4,231+71.6% |
| Admin fee / account holder | $16 | $68-75.6% | $3,848-99.6% | $114-85.6% |