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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $39,258 |
LEGACY ADVISORS LLC7 years Service code 27 · EIN 06-1659806 | Advisory (Plan) | $31,230 |
Service code 10 · EIN 02-2074976 | Accounting | $21,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,495 | $59,402+23.7% | $93,654-21.5% | $74,546-1.4% |
| Participation rate | 81.0% | 59.7%+21.3pp | 68.7%+12.3pp | 67.2%+13.8pp |
| Annual return | 10.93% | 81.86%-70.9pp | 133.34%-122.4pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,576 | $3,049+50.1% | $4,413+3.7% | $4,347+5.3% |
| Admin fee / account holder | $497 | $3,023-83.6% | $8,282-94.0% | $1,944-74.4% |