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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 | $50,192+120.1% | $108,359+1.9% | $64,728+70.7% |
| Participation rate | 40.1% | 41.8%-1.7pp | 70.1%-30.0pp | 57.9%-17.8pp |
| Annual return | 14.10% | 14.22%-0.1pp | 36.89%-22.8pp | 49.38%-35.3pp |
| Employer contribution / active EE | $976 | $1,117-12.6% | $2,399-59.3% | $2,243-56.5% |
| Participant deferral / active EE | $3,027 | $1,676+80.6% | $4,137-26.8% | $2,729+10.9% |
| Admin fee / account holder | $403 | $2,161-81.4% | $9,741-95.9% | $1,145-64.8% |