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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,383 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,771 | $81,625+106.8% | $167,512+0.8% | $74,304+127.1% |
| Participation rate | 70.3% | 60.0%+10.3pp | 77.1%-6.7pp | 60.3%+10.0pp |
| Annual return | 13.75% | 26.09%-12.3pp | 1615.79%-1602.0pp | 29.43%-15.7pp |
| Employer contribution / active EE | $2,072 | $2,010+3.1% | $3,882-46.6% | $2,241-7.5% |
| Participant deferral / active EE | $5,801 | $4,115+41.0% | $6,405-9.4% | $3,767+54.0% |
| Admin fee / account holder | $1,695 | $3,474-51.2% | $9,769-82.6% | $2,969-42.9% |