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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $96,024 |
EISNERAMPER LLP4 years Service code 10 · EIN 87-1363769 | Accounting | $37,440 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,412 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,339 | $129,227+185.8% | $184,260+100.4% | $77,736+375.1% |
| Participation rate | 91.3% | 87.4%+3.9pp | 86.8%+4.4pp | 70.6%+20.7pp |
| Annual return | 17.86% | 33.24%-15.4pp | 28.84%-11.0pp | 31.26%-13.4pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $25,655 | $7,307+251.1% | $9,133+180.9% | $4,651+451.7% |
| Admin fee / account holder | $108 | $256-57.9% | $13,898-99.2% | $433-75.2% |