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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 | $45,343+114.8% | $150,298-35.2% | $67,986+43.2% |
| Participation rate | 96.8% | 51.9%+44.9pp | 77.8%+19.0pp | 57.2%+39.5pp |
| Annual return | 15.41% | 33.28%-17.9pp | 62.79%-47.4pp | 31.67%-16.3pp |
| Employer contribution / active EE | $3,108 | $1,462+112.6% | $4,154-25.2% | $2,019+53.9% |
| Participant deferral / active EE | $5,948 | $2,055+189.5% | $5,453+9.1% | $3,358+77.1% |
| Admin fee / account holder | $253 | $2,250-88.8% | $14,116-98.2% | $3,203-92.1% |