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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,692 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,732 | $87,870-0.2% | $113,168-22.5% | $74,304+18.1% |
| Participation rate | 71.8% | 70.7%+1.0pp | 76.6%-4.8pp | 60.3%+11.4pp |
| Annual return | 12.50% | 26.44%-13.9pp | 24.27%-11.8pp | 29.43%-16.9pp |
| Employer contribution / active EE | $453 | $2,277-80.1% | $2,975-84.8% | $2,241-79.8% |
| Participant deferral / active EE | $2,556 | $4,241-39.7% | $5,107-50.0% | $3,767-32.2% |
| Admin fee / account holder | $29 | $3,368-99.1% | $12,068-99.8% | $2,969-99.0% |