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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $46,155 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $35,134 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,364 | $101,672-15.1% | $147,117-41.3% | $74,478+16.0% |
| Participation rate | 94.0% | 75.5%+18.5pp | 82.2%+11.8pp | 67.2%+26.8pp |
| Annual return | 14.19% | 8757.83%-8743.6pp | 420.54%-406.4pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $16,374 | $7,305+124.2% | $8,065+103.0% | $4,350+276.4% |
| Admin fee / account holder | $385 | $1,753-78.0% | $12,993-97.0% | $1,946-80.2% |