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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $107,006 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,832 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $12,000 |
RPW SOLUTIONS LLC2 years Service code 16 · EIN 88-1100312 | Consulting | $8,840 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $632,968 | $101,539+523.4% | $147,041+330.5% | $74,400+750.8% |
| Participation rate | 95.3% | 75.5%+19.8pp | 82.2%+13.2pp | 67.2%+28.1pp |
| Annual return | 12.66% | 8740.84%-8728.2pp | 419.21%-406.5pp | 1367.51%-1354.8pp |
| Employer contribution / active EE | $18,797 | $3,811+393.2% | $4,935+280.9% | $2,624+616.2% |
| Participant deferral / active EE | $13,365 | $7,304+83.0% | $8,071+65.6% | $4,348+207.4% |
| Admin fee / account holder | $871 | $1,749-50.2% | $13,006-93.3% | $1,944-55.2% |