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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,014 |
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 | $57,413 | $80,705-28.9% | $115,768-50.4% | $67,986-15.6% |
| Participation rate | 90.0% | 63.0%+27.0pp | 74.4%+15.6pp | 57.2%+32.8pp |
| Annual return | 19.05% | 18.49%+0.6pp | 100.46%-81.4pp | 31.67%-12.6pp |
| Employer contribution / active EE | $1,722 | $2,046-15.9% | $2,940-41.4% | $2,019-14.7% |
| Participant deferral / active EE | $4,796 | $3,559+34.8% | $4,917-2.4% | $3,358+42.8% |
| Admin fee / account holder | $36 | $4,135-99.1% | $12,439-99.7% | $3,203-98.9% |