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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $69,230 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,923 | $122,219-6.8% | $147,096-22.6% | $199,921-43.0% |
| Participation rate | 93.4% | 78.3%+15.1pp | 82.2%+11.2pp | 72.0%+21.4pp |
| Annual return | 15.26% | 30.59%-15.3pp | 419.75%-404.5pp | 34.28%-19.0pp |
| Employer contribution / active EE | $0 | $4,096-100.0% | $4,936-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $96 | $179-46.3% | $13,005-99.3% | $269-64.3% |