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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $55,405 |
LION STREET ADVISORS LLC2 years Service code 27 · EIN 80-0946231 | Advisory (Plan) | $40,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,470 | $53,216-76.6% | $155,534-92.0% | $199,960-93.8% |
| Participation rate | 69.7% | 64.1%+5.6pp | 78.2%-8.5pp | 72.0%-2.3pp |
| Annual return | 12.56% | 41.18%-28.6pp | 64.92%-52.4pp | 34.28%-21.7pp |
| Employer contribution / active EE | $97 | $1,848-94.7% | $4,675-97.9% | $3,036-96.8% |
| Participant deferral / active EE | $1,493 | $3,164-52.8% | $5,630-73.5% | $5,087-70.7% |
| Admin fee / account holder | $62 | $186-66.6% | $15,900-99.6% | $269-77.0% |