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| Provider | Service type | Compensation |
|---|---|---|
NEWEDGE ADVISORS LLC1 year Service code 27 · EIN 46-0854203 | Advisory (Plan) | $68,675 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $68,495 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,489 | $55,458+27.1% | $76,030-7.3% | $77,762-9.4% |
| Participation rate | 43.5% | 63.6%-20.1pp | 69.1%-25.6pp | 70.6%-27.1pp |
| Annual return | 14.79% | 17.10%-2.3pp | 361.54%-346.7pp | 31.27%-16.5pp |
| Employer contribution / active EE | $1,543 | $1,792-13.9% | $2,688-42.6% | $2,728-43.4% |
| Participant deferral / active EE | $6,016 | $3,454+74.2% | $4,257+41.3% | $4,651+29.4% |
| Admin fee / account holder | $315 | $411-23.4% | $6,421-95.1% | $433-27.3% |