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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 51 P O BOX 770001 · CINCINNATI, OH 452770002 | Investment Mgmt Fees | $66,934 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER, LLP Service code 99 · EIN 87-1363769 | Other Fees | $8,750 |
Service code 99 · EIN 72-0894768 P O BOX 51862 · LAFAYETTE, LA 70505 | Other Fees | $7,080 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,522 | $54,729-27.8% | $86,235-54.2% | $71,529-44.7% |
| Participation rate | 86.0% | 60.1%+25.9pp | 69.0%+17.1pp | 67.9%+18.1pp |
| Annual return | 13.71% | 20.07%-6.4pp | 1170.03%-1156.3pp | 28.97%-15.3pp |
| Employer contribution / active EE | $1,153 | $1,267-9.0% | $2,381-51.6% | $2,590-55.5% |
| Participant deferral / active EE | $1,776 | $3,110-42.9% | $3,987-55.4% | $4,291-58.6% |
| Admin fee / account holder | $390 | $1,921-79.7% | $6,856-94.3% | $1,588-75.4% |