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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $12,859 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,968 |
Employer contribution per participant 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 | $78,987 | $106,028-25.5% | $146,958-46.3% | $77,643+1.7% |
| Participation rate | 86.4% | 78.4%+8.1pp | 82.2%+4.3pp | 70.6%+15.9pp |
| Annual return | 17.00% | 56.73%-39.7pp | 418.34%-401.3pp | 31.24%-14.2pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $9,770 | $7,990+22.3% | $8,070+21.1% | $4,647+110.2% |
| Admin fee / account holder | $55 | $337-83.7% | $12,998-99.6% | $430-87.3% |