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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL WEALTH MANAGEMENT2 years Service code 27 · EIN 65-1226333 | Advisory (Plan) | $26,418 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $24,986 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,956 | $55,472+201.0% | $155,567+7.3% | $74,546+124.0% |
| Participation rate | 85.8% | 61.9%+23.9pp | 78.2%+7.6pp | 67.2%+18.6pp |
| Annual return | 12.01% | 268.72%-256.7pp | 64.74%-52.7pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $3,174 | $2,269+39.9% | $4,674-32.1% | $2,624+20.9% |
| Participant deferral / active EE | $6,097 | $2,838+114.9% | $5,628+8.3% | $4,347+40.2% |
| Admin fee / account holder | $359 | $1,743-79.4% | $15,916-97.7% | $1,944-81.5% |