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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 | $79,045-26.5% | $100,378-42.2% | $74,429-22.0% |
| Participation rate | 79.0% | 79.4%-0.4pp | 81.5%-2.5pp | 67.2%+11.8pp |
| Annual return | 15.86% | 20.61%-4.8pp | 49.41%-33.5pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $9,581 | $7,751+23.6% | $8,087+18.5% | $4,348+120.3% |
| Admin fee / account holder | $317 | $1,335-76.3% | $7,899-96.0% | $1,944-83.7% |