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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $64,157 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,606 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,503 | $44,206+301.5% | $94,057+88.7% | $64,728+174.2% |
| Participation rate | 78.7% | 51.0%+27.7pp | 73.3%+5.4pp | 57.9%+20.8pp |
| Annual return | 18.97% | 259.42%-240.5pp | 480.62%-461.7pp | 49.38%-30.4pp |
| Employer contribution / active EE | $3,111 | $1,635+90.3% | $2,933+6.1% | $2,243+38.7% |
| Participant deferral / active EE | $8,139 | $1,902+327.9% | $4,709+72.8% | $2,729+198.2% |
| Admin fee / account holder | $168 | $1,230-86.4% | $7,244-97.7% | $1,145-85.3% |