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| Provider | Service type | Compensation |
|---|---|---|
CLARK NUBER10+ years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $11,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,771 | $57,119+99.2% | $85,187+33.6% | $80,935+40.6% |
| Participation rate | 43.4% | 56.4%-13.0pp | 67.5%-24.1pp | 67.7%-24.3pp |
| Annual return | 15.52% | 21.70%-6.2pp | 66.67%-51.1pp | 35.66%-20.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $16,990 | $3,115+445.5% | $4,525+275.5% | $4,299+295.2% |
| Admin fee / account holder | $106 | $4,990-97.9% | $6,162-98.3% | $6,924-98.5% |