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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST. OP. CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $80,541 |
Filed as: PHILLIPS & COMPANY SECURITIES INC Service code 27 · EIN 45-3709458 | Advisory (Plan) | $50,223 |
Filed as: NORTHWEST RETIREMENT PLAN CONSULTAN Service code 49 · EIN 46-5674799 | Other Services | $15,834 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $4,275 |
Service code 49 · EIN 87-3599091 | Other Services | $1,279 |
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 60 | Sub-TA Fees | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,038 | $50,919-1.7% | $155,556-67.8% | $77,762-35.7% |
| Participation rate | 50.5% | 63.1%-12.6pp | 78.2%-27.8pp | 70.6%-20.1pp |
| Annual return | 13.35% | 34.84%-21.5pp | 64.84%-51.5pp | 31.27%-17.9pp |
| Employer contribution / active EE | $310 | $1,991-84.4% | $4,675-93.4% | $2,728-88.6% |
| Participant deferral / active EE | $2,782 | $2,824-1.5% | $5,631-50.6% | $4,651-40.2% |
| Admin fee / account holder | $154 | $437-64.8% | $15,885-99.0% | $433-64.5% |