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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $35,415 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,111 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,850 | $79,169-5.5% | $100,415-25.5% | $74,478+0.5% |
| Participation rate | 78.5% | 79.4%-1.0pp | 81.5%-3.1pp | 67.2%+11.2pp |
| Annual return | 15.49% | 20.51%-5.0pp | 49.47%-34.0pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $498 | $3,017-83.5% | $3,943-87.4% | $2,626-81.0% |
| Participant deferral / active EE | $7,597 | $7,751-2.0% | $8,091-6.1% | $4,350+74.6% |
| Admin fee / account holder | $357 | $1,337-73.3% | $7,906-95.5% | $1,946-81.6% |