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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 | $79,045-5.3% | $100,378-25.4% | $74,429+0.6% |
| Participation rate | 78.5% | 79.4%-1.0pp | 81.5%-3.1pp | 67.2%+11.2pp |
| Annual return | 15.49% | 20.61%-5.1pp | 49.41%-33.9pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $498 | $3,015-83.5% | $3,942-87.4% | $2,625-81.0% |
| Participant deferral / active EE | $7,597 | $7,751-2.0% | $8,087-6.1% | $4,348+74.7% |
| Admin fee / account holder | $357 | $1,335-73.2% | $7,899-95.5% | $1,944-81.6% |