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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $121,082 |
LEDGE WEALTH MANAGEMENT INC7 years Service code 27 · EIN 27-2503393 | Advisory (Plan) | $54,599 |
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 | $82,598 | $2,687,218-96.9% | $165,071-50.0% | $199,960-58.7% |
| Participation rate | 95.7% | 78.3%+17.4pp | 78.6%+17.1pp | 72.0%+23.7pp |
| Annual return | 15.91% | 17.94%-2.0pp | 70.17%-54.3pp | 34.28%-18.4pp |
| Employer contribution / active EE | $3,655 | $2,958+23.5% | $4,347-15.9% | $3,036+20.4% |
| Participant deferral / active EE | $6,782 | $5,002+35.6% | $6,035+12.4% | $5,087+33.3% |
| Admin fee / account holder | $96 | $1,988-95.2% | $12,695-99.2% | $269-64.4% |