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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,768 |
MERCER7 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $28,607 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,498 | $106,749+182.4% | $145,433+107.3% | $82,448+265.7% |
| Participation rate | 96.7% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.6pp |
| Annual return | 16.63% | 27.59%-11.0pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $24,841 | $6,519+281.1% | $7,897+214.6% | $4,139+500.1% |
| Admin fee / account holder | $750 | $8,390-91.1% | $13,129-94.3% | $7,234-89.6% |