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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $47,012 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $30,000 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,068 | $78,976-26.5% | $100,383-42.2% | $74,546-22.1% |
| Participation rate | 79.0% | 79.5%-0.4pp | 81.5%-2.5pp | 67.2%+11.8pp |
| Annual return | 15.86% | 20.62%-4.8pp | 49.26%-33.4pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $9,581 | $7,758+23.5% | $8,086+18.5% | $4,347+120.4% |
| Admin fee / account holder | $317 | $1,330-76.2% | $7,900-96.0% | $1,944-83.7% |