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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-1204987 | Advisory (Plan) | $15,044 |
Service code 10 · EIN 58-1414947 | Accounting | $14,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,785 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,790 | $73,532-33.6% | $178,505-72.7% | $74,478-34.5% |
| Participation rate | 60.5% | 66.6%-6.1pp | 77.1%-16.7pp | 67.2%-6.8pp |
| Annual return | 12.76% | 17.49%-4.7pp | 27.16%-14.4pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $432 | $2,221-80.6% | $3,955-89.1% | $2,626-83.6% |
| Participant deferral / active EE | $2,708 | $4,519-40.1% | $6,280-56.9% | $4,350-37.8% |
| Admin fee / account holder | $303 | $1,813-83.3% | $10,428-97.1% | $1,946-84.4% |