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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 | $90,064+78.0% | $100,378+59.7% | $77,714+106.3% |
| Participation rate | 86.8% | 81.3%+5.5pp | 81.5%+5.3pp | 70.6%+16.2pp |
| Annual return | 16.37% | 20.61%-4.2pp | 49.41%-33.0pp | 31.26%-14.9pp |
| Employer contribution / active EE | $2,825 | $3,043-7.2% | $3,942-28.3% | $2,727+3.6% |
| Participant deferral / active EE | $14,189 | $8,282+71.3% | $8,087+75.4% | $4,649+205.2% |
| Admin fee / account holder | $227 | $172+32.0% | $7,899-97.1% | $433-47.6% |