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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $28,462 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $16,667 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $156,667 | $80,781+93.9% | $102,437+52.9% | $74,478+110.4% |
| Participation rate | 54.0% | 65.7%-11.7pp | 74.5%-20.5pp | 67.2%-13.2pp |
| Annual return | 14.82% | 27.58%-12.8pp | 24.95%-10.1pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $1,991 | $3,160-37.0% | $3,871-48.6% | $2,626-24.2% |
| Participant deferral / active EE | $4,680 | $3,862+21.2% | $5,060-7.5% | $4,350+7.6% |
| Admin fee / account holder | $385 | $2,372-83.8% | $8,388-95.4% | $1,946-80.2% |