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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONCURRENT INVESTMENT Service code 27 · EIN 92-1819393 | Advisory (Plan) | $53,467 |
RKL LLP7 years Filed as: RKL, LLP Service code 10 · EIN 23-2108173 | Accounting | $14,372 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,099 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,317 | $216,711-71.2% | $136,749-54.4% | $85,563-27.2% |
| Participation rate | 93.0% | 51.7%+41.3pp | 72.1%+20.9pp | 66.0%+27.1pp |
| Annual return | 12.71% | 15.26%-2.6pp | 24.33%-11.6pp | 31.51%-18.8pp |
| Employer contribution / active EE | $1,845 | $1,660+11.2% | $3,400-45.7% | $2,654-30.5% |
| Participant deferral / active EE | $4,248 | $2,635+61.2% | $4,692-9.5% | $4,375-2.9% |
| Admin fee / account holder | $199 | $1,223-83.7% | $11,386-98.3% | $834-76.2% |