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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $57,015 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $56,238 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,635 | $89,067-30.8% | $102,423-39.8% | $77,714-20.7% |
| Participation rate | 91.6% | 80.9%+10.7pp | 76.5%+15.1pp | 70.6%+21.0pp |
| Annual return | 17.13% | 25.01%-7.9pp | 29.42%-12.3pp | 31.26%-14.1pp |
| Employer contribution / active EE | $2,217 | $2,699-17.9% | $3,023-26.7% | $2,727-18.7% |
| Participant deferral / active EE | $5,645 | $5,147+9.7% | $5,054+11.7% | $4,649+21.4% |
| Admin fee / account holder | $185 | $236-21.4% | $9,455-98.0% | $433-57.2% |