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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,213 |
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 30-0282430 | Advisory (Plan) | $31,682 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $23,000 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,483 | $78,976+42.4% | $100,383+12.1% | $74,546+50.9% |
| Participation rate | 58.1% | 79.5%-21.4pp | 81.5%-23.4pp | 67.2%-9.1pp |
| Annual return | 13.71% | 20.62%-6.9pp | 49.26%-35.6pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $464 | $3,019-84.6% | $3,944-88.2% | $2,624-82.3% |
| Participant deferral / active EE | $5,170 | $7,758-33.3% | $8,086-36.1% | $4,347+18.9% |
| Admin fee / account holder | $484 | $1,330-63.6% | $7,900-93.9% | $1,944-75.1% |