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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTITUTIONA Service code 37 · EIN 04-2647786 | Loan Processing | $6,301 |
Filed as: DANIELLS PHILLIPS VAUGHAN & BOCK CP Service code 27 · EIN 95-2972229 | Advisory (Plan) | $5,998 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,813 | $51,466+92.0% | $78,778+25.4% | $62,293+58.6% |
| Participation rate | 19.8% | 59.8%-40.0pp | 69.2%-49.4pp | 69.5%-49.8pp |
| Annual return | 14.53% | 19.96%-5.4pp | 35.62%-21.1pp | 28.90%-14.4pp |
| Employer contribution / active EE | $88 | $827-89.3% | $1,986-95.6% | $2,042-95.7% |
| Participant deferral / active EE | $1,427 | $2,147-33.5% | $2,958-51.8% | $3,169-55.0% |
| Admin fee / account holder | $186 | $489-61.9% | $5,134-96.4% | $479-61.1% |