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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $74,055 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $37,737 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,722 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $140,600 | $101,499+38.5% | $147,005-4.4% | $74,546+88.6% |
| Participation rate | 91.7% | 75.5%+16.2pp | 82.2%+9.5pp | 67.2%+24.5pp |
| Annual return | 18.18% | 8732.34%-8714.2pp | 418.76%-400.6pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $5,877 | $3,811+54.2% | $4,934+19.1% | $2,624+123.9% |
| Participant deferral / active EE | $16,407 | $7,304+124.6% | $8,070+103.3% | $4,347+277.4% |
| Admin fee / account holder | $317 | $1,748-81.9% | $13,006-97.6% | $1,944-83.7% |