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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $96,817 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $65,000 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $8,995 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,707 | $122,219-0.4% | $147,096-17.3% | $199,921-39.1% |
| Participation rate | 97.8% | 78.3%+19.5pp | 82.2%+15.6pp | 72.0%+25.8pp |
| Annual return | 16.27% | 30.59%-14.3pp | 419.75%-403.5pp | 34.28%-18.0pp |
| Employer contribution / active EE | $5,200 | $4,096+26.9% | $4,936+5.3% | $3,035+71.3% |
| Participant deferral / active EE | $13,032 | $8,503+53.3% | $8,071+61.5% | $5,089+156.1% |
| Admin fee / account holder | $125 | $179-30.1% | $13,005-99.0% | $269-53.5% |