Filed October 7, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $32,581 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $28,349 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,246 | $86,944+26.8% | $107,525+2.5% | $74,304+48.4% |
| Participation rate | 90.8% | 59.6%+31.3pp | 75.1%+15.8pp | 60.3%+30.5pp |
| Annual return | 18.40% | 23.52%-5.1pp | 181.32%-162.9pp | 29.43%-11.0pp |
| Employer contribution / active EE | $4,587 | $2,757+66.4% | $3,754+22.2% | $2,241+104.7% |
| Participant deferral / active EE | $7,149 | $3,554+101.1% | $5,116+39.7% | $3,767+89.8% |
| Admin fee / account holder | $386 | $3,727-89.7% | $8,919-95.7% | $2,969-87.0% |