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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $92,126 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $19,632 |
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 | $39,317 | $65,960-40.4% | $81,882-52.0% | $77,762-49.4% |
| Participation rate | 86.6% | 65.8%+20.9pp | 72.4%+14.3pp | 70.6%+16.1pp |
| Annual return | 14.53% | 26.64%-12.1pp | 779.47%-764.9pp | 31.27%-16.7pp |
| Employer contribution / active EE | $1,141 | $2,375-52.0% | $2,916-60.9% | $2,728-58.2% |
| Participant deferral / active EE | $3,454 | $3,505-1.5% | $4,323-20.1% | $4,651-25.7% |
| Admin fee / account holder | $143 | $526-72.8% | $7,360-98.1% | $433-66.9% |