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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $42,666 |
Service code 27 · EIN 39-1230894 | Advisory (Plan) | $35,829 |
Service code 27 · EIN 35-1729164 | Advisory (Plan) | $12,093 |
Filed as: ANDERS Service code 10 · EIN 43-0831507 | Accounting | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,461 | $51,096+116.2% | $100,712+9.7% | $71,012+55.6% |
| Participation rate | 40.1% | 47.0%-6.9pp | 69.3%-29.1pp | 58.6%-18.4pp |
| Annual return | 14.10% | 16.42%-2.3pp | 33.27%-19.2pp | 37.67%-23.6pp |
| Employer contribution / active EE | $976 | $1,127-13.4% | $2,313-57.8% | $2,348-58.4% |
| Participant deferral / active EE | $3,027 | $1,937+56.2% | $4,085-25.9% | $3,246-6.7% |
| Admin fee / account holder | $403 | $2,179-81.5% | $9,256-95.6% | $1,167-65.5% |