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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $86,734 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $32,896 |
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 | $160,351 | $89,808+78.5% | $100,383+59.7% | $77,671+106.4% |
| Participation rate | 86.8% | 81.2%+5.6pp | 81.5%+5.3pp | 70.6%+16.2pp |
| Annual return | 16.37% | 20.62%-4.3pp | 49.26%-32.9pp | 31.21%-14.8pp |
| Employer contribution / active EE | $2,825 | $3,039-7.0% | $3,944-28.4% | $2,726+3.6% |
| Participant deferral / active EE | $14,189 | $8,284+71.3% | $8,086+75.5% | $4,648+205.3% |
| Admin fee / account holder | $227 | $174+30.2% | $7,900-97.1% | $430-47.3% |