Filed December 30, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 37-1707957 | Advisory (Plan) | $62,793 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,101 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,565 | $128,603+30.3% | $197,124-15.0% | $67,986+146.5% |
| Participation rate | 87.5% | 81.7%+5.8pp | 86.7%+0.8pp | 57.2%+30.3pp |
| Annual return | 14.42% | 23.77%-9.3pp | 44.34%-29.9pp | 31.67%-17.2pp |
| Employer contribution / active EE | $2,559 | $4,379-41.6% | $6,227-58.9% | $2,019+26.8% |
| Participant deferral / active EE | $7,294 | $6,840+6.6% | $9,135-20.2% | $3,358+117.2% |
| Admin fee / account holder | $557 | $3,035-81.6% | $16,298-96.6% | $3,203-82.6% |