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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
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 | $150,722 | $79,181+90.4% | $102,423+47.2% | $74,429+102.5% |
| Participation rate | 92.4% | 74.8%+17.6pp | 76.5%+15.9pp | 67.2%+25.2pp |
| Annual return | 15.63% | 54.97%-39.3pp | 29.42%-13.8pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $4,524 | $2,362+91.6% | $3,023+49.7% | $2,625+72.3% |
| Participant deferral / active EE | $5,188 | $4,416+17.5% | $5,054+2.6% | $4,348+19.3% |
| Admin fee / account holder | $1 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |