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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,010 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,241 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,383 | $43,496+123.9% | $161,489-39.7% | $64,340+51.4% |
| Participation rate | 96.8% | 53.5%+43.2pp | 78.7%+18.1pp | 55.2%+41.5pp |
| Annual return | 15.41% | 20.76%-5.3pp | 89.72%-74.3pp | 24.14%-8.7pp |
| Employer contribution / active EE | $3,108 | $1,431+117.2% | $4,268-27.2% | $1,862+66.9% |
| Participant deferral / active EE | $5,948 | $1,996+198.0% | $5,630+5.7% | $2,980+99.6% |
| Admin fee / account holder | $253 | $2,330-89.2% | $16,006-98.4% | $3,703-93.2% |