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| Provider | Service type | Compensation |
|---|---|---|
VISION ASSET MANAGEMENT2 years Service code 27 · EIN 45-5104591 | Advisory (Plan) | $89,630 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $16,025 |
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 | $114,237 | $104,479+9.3% | $159,474-28.4% | $79,391+43.9% |
| Participation rate | 97.8% | 76.6%+21.2pp | 82.8%+15.0pp | 70.7%+27.1pp |
| Annual return | 24.45% | 67.98%-43.5pp | 263.68%-239.2pp | 116.88%-92.4pp |
| Employer contribution / active EE | $9,463 | $3,417+176.9% | $4,831+95.9% | $2,428+289.8% |
| Participant deferral / active EE | $12,201 | $6,468+88.6% | $7,353+65.9% | $4,046+201.6% |
| Admin fee / account holder | $644 | $711-9.4% | $10,802-94.0% | $627+2.8% |