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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $79,682 |
PRICEWATERHOUSECOOPERS LLP10+ years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $64,198 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,703,002 | $102,422+2539.1% | $147,117+1737.3% | $80,959+3238.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.08% | 135.16%-117.1pp | 420.54%-402.5pp | 35.67%-17.6pp |
| Employer contribution / active EE | $43,142 | $3,717+1060.5% | $4,932+774.6% | $2,757+1464.7% |
| Participant deferral / active EE | $24,471 | $6,652+267.9% | $8,065+203.4% | $4,300+469.0% |
| Admin fee / account holder | $1,115 | $7,953-86.0% | $12,993-91.4% | $6,925-83.9% |