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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $113,512 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $106,329 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $25,200 |
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.
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 | $71,560 | $122,128-41.4% | $147,117-51.4% | $200,096-64.2% |
| Participation rate | 38.7% | 78.2%-39.5pp | 82.2%-43.5pp | 72.0%-33.3pp |
| Annual return | 19.37% | 30.58%-11.2pp | 420.54%-401.2pp | 34.26%-14.9pp |
| Employer contribution / active EE | $648 | $4,093-84.2% | $4,932-86.9% | $3,038-78.7% |
| Participant deferral / active EE | $5,611 | $8,484-33.9% | $8,065-30.4% | $5,090+10.2% |
| Admin fee / account holder | $153 | $180-14.6% | $12,993-98.8% | $269-43.1% |