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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTIT OP Service code 37 · EIN 04-2647786 | Loan Processing | $48,672 |
COMPENSATION SYSTEMS, INC.2 years Service code 14 · EIN 35-1277460 | Plan Administrator | $9,432 |
Filed as: MML INVESTOR Service code 27 · EIN 04-1590850 | Advisory (Plan) | $4,375 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $3,776 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,375 | $52,961+168.8% | $172,752-17.6% | $65,185+118.4% |
| Participation rate | 99.4% | 66.2%+33.2pp | 82.6%+16.7pp | 70.2%+29.2pp |
| Annual return | 19.62% | 30.12%-10.5pp | 802.97%-783.3pp | 29.38%-9.8pp |
| Employer contribution / active EE | $7,864 | $2,190+259.1% | $5,144+52.9% | $2,177+261.3% |
| Participant deferral / active EE | $5,479 | $2,471+121.7% | $5,198+5.4% | $3,514+55.9% |
| Admin fee / account holder | $316 | $472-33.1% | $13,955-97.7% | $847-62.7% |