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| Provider | Service type | Compensation |
|---|---|---|
VISION ASSET MANAGEMENT3 years Service code 27 · EIN 45-5104591 | Advisory (Plan) | $100,774 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $17,179 |
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 | $110,209 | $84,493+30.4% | $125,381-12.1% | $66,938+64.6% |
| Participation rate | 99.1% | 76.4%+22.6pp | 82.4%+16.7pp | 69.8%+29.2pp |
| Annual return | -12.39% | -8.49%-3.9pp | 572.31%-584.7pp | 1.58%-14.0pp |
| Employer contribution / active EE | $10,787 | $3,554+203.6% | $4,815+124.0% | $2,545+323.8% |
| Participant deferral / active EE | $17,406 | $6,783+156.6% | $7,448+133.7% | $4,238+310.7% |
| Admin fee / account holder | $747 | $685+9.0% | $10,007-92.5% | $594+25.8% |