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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,403 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $11,865 |
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 | $123,900 | $845,484-85.3% | $178,540-30.6% | - |
| Participation rate | 89.9% | 64.0%+25.9pp | 77.1%+12.8pp | - |
| Annual return | 13.49% | 8.37%+5.1pp | 27.15%-13.7pp | - |
| Employer contribution / active EE | $4,462 | $2,463+81.1% | $3,953+12.9% | - |
| Participant deferral / active EE | $11,027 | $5,196+112.2% | $6,281+75.6% | - |
| Admin fee / account holder | $384 | $34,598-98.9% | $10,424-96.3% | - |