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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 | $55,402+27.2% | $76,089-7.4% | $77,714-9.3% |
| Participation rate | 43.5% | 63.6%-20.1pp | 69.1%-25.6pp | 70.6%-27.1pp |
| Annual return | 14.79% | 17.09%-2.3pp | 360.94%-346.2pp | 31.26%-16.5pp |
| Employer contribution / active EE | $1,543 | $1,789-13.8% | $2,690-42.6% | $2,727-43.4% |
| Participant deferral / active EE | $6,016 | $3,450+74.4% | $4,259+41.2% | $4,649+29.4% |
| Admin fee / account holder | $315 | $410-23.3% | $6,418-95.1% | $433-27.4% |