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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,458 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,584 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $9,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,558 | $102,938-93.6% | $94,105-93.0% | $138,895-95.3% |
| Participation rate | 0.0% | 74.6%-74.6pp | 71.9%-71.9pp | 79.9%-79.9pp |
| Annual return | 12.49% | 250.28%-237.8pp | 204.55%-192.1pp | 145.39%-132.9pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,924 | $6,600-40.6% | $6,199-36.7% | $12,562-68.8% |