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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 83-4348882 | Advisory (Plan) | $44,034 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,604 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $75 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,296 | $77,523+62.9% | $100,383+25.8% | $80,874+56.2% |
| Participation rate | 57.0% | 77.0%-20.0pp | 81.5%-24.5pp | 67.6%-10.7pp |
| Annual return | 16.09% | 37.21%-21.1pp | 49.26%-33.2pp | 35.62%-19.5pp |
| Employer contribution / active EE | $11 | $2,801-99.6% | $3,944-99.7% | $2,756-99.6% |
| Participant deferral / active EE | $12,157 | $6,822+78.2% | $8,086+50.4% | $4,297+182.9% |
| Admin fee / account holder | $498 | $5,899-91.6% | $7,900-93.7% | $6,935-92.8% |