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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FIDUCIARY GROUP LLC2 years Service code 27 · EIN 27-4653554 | Advisory (Plan) | $85,989 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $63,022 |
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 | $63,662 | $59,054+7.8% | $97,260-34.5% | $77,736-18.1% |
| Participation rate | 87.6% | 67.9%+19.8pp | 72.7%+15.0pp | 70.6%+17.1pp |
| Annual return | 54.36% | 16.96%+37.4pp | 75.54%-21.2pp | 31.26%+23.1pp |
| Employer contribution / active EE | $481 | $1,742-72.4% | $2,721-82.3% | $2,728-82.4% |
| Participant deferral / active EE | $4,467 | $3,930+13.7% | $4,262+4.8% | $4,651-3.9% |
| Admin fee / account holder | $242 | $346-30.2% | $5,640-95.7% | $433-44.3% |