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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC3 years Filed as: 401K PLAN RESOURCES, LLC Service code 16 · EIN 83-1813100 | Consulting | $26,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$22,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,189 | $109,908+1.2% | $97,161+14.4% | $145,978-23.8% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 16.17% | 243.80%-227.6pp | 75.36%-59.2pp | 550.52%-534.3pp |
| Employer contribution / active EE | $76,406 | $3,077+2382.8% | $2,723+2705.6% | $4,662+1539.0% |
| Participant deferral / active EE | $134,477 | $4,679+2774.2% | $4,265+3052.9% | $6,690+1910.2% |
| Admin fee / account holder | $110 | $6,213-98.2% | $5,647-98.1% | $13,400-99.2% |