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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 | $56,047+97.1% | $98,716+11.9% | $79,634+38.7% |
| Participation rate | 40.1% | 54.6%-14.5pp | 69.3%-29.2pp | 62.5%-22.4pp |
| Annual return | 14.10% | 17.58%-3.5pp | 31.81%-17.7pp | 36.46%-22.4pp |
| Employer contribution / active EE | $976 | $1,237-21.1% | $2,279-57.2% | $2,529-61.4% |
| Participant deferral / active EE | $3,027 | $2,469+22.6% | $4,048-25.2% | $3,835-21.1% |
| Admin fee / account holder | $403 | $1,512-73.4% | $8,703-95.4% | $1,002-59.8% |