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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 | $79,223+90.3% | $102,460+47.1% | $74,478+102.4% |
| Participation rate | 92.4% | 74.8%+17.6pp | 76.5%+15.9pp | 67.2%+25.2pp |
| Annual return | 15.63% | 54.98%-39.3pp | 29.47%-13.8pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $4,524 | $2,363+91.4% | $3,025+49.5% | $2,626+72.3% |
| Participant deferral / active EE | $5,188 | $4,417+17.4% | $5,056+2.6% | $4,350+19.3% |
| Admin fee / account holder | $1 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |