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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 | $59,456+23.6% | $93,669-21.5% | $74,429-1.3% |
| Participation rate | 81.0% | 59.6%+21.3pp | 68.7%+12.3pp | 67.2%+13.8pp |
| Annual return | 10.93% | 82.00%-71.1pp | 133.59%-122.7pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,576 | $3,052+50.0% | $4,416+3.6% | $4,348+5.2% |
| Admin fee / account holder | $497 | $3,026-83.6% | $8,291-94.0% | $1,944-74.4% |