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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 36-3125637 | Legal | $11,586 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $10,070 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$109,301 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $253,579 | $89,588+183.0% | $135,987+86.5% | $77,714+226.3% |
| Participation rate | 89.3% | 74.3%+15.0pp | 76.4%+12.9pp | 70.6%+18.8pp |
| Annual return | 16.87% | 17.42%-0.5pp | 580.01%-563.1pp | 31.26%-14.4pp |
| Employer contribution / active EE | $4,390 | $3,491+25.8% | $4,214+4.2% | $2,727+61.0% |
| Participant deferral / active EE | $12,474 | $5,591+123.1% | $7,027+77.5% | $4,649+168.3% |
| Admin fee / account holder | $53 | $539-90.1% | $6,716-99.2% | $433-87.7% |