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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $33,927 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,983 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVT INST OPER COMPANY INC Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,316 | $99,957+167.4% | $149,745+78.5% | $73,497+263.7% |
| Participation rate | 91.5% | 75.7%+15.8pp | 82.5%+9.0pp | 70.7%+20.8pp |
| Annual return | 16.81% | 53.87%-37.1pp | 276.72%-259.9pp | 28.51%-11.7pp |
| Employer contribution / active EE | $9,157 | $3,191+186.9% | $4,646+97.1% | $2,270+303.4% |
| Participant deferral / active EE | $15,706 | $6,073+158.6% | $6,843+129.5% | $3,740+320.0% |
| Admin fee / account holder | $191 | $551-65.4% | $9,312-98.0% | $513-62.9% |