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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $19,179 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $74,116 | $129,227-42.6% | $184,256-59.8% | $77,762-4.7% |
| Participation rate | 94.2% | 87.4%+6.9pp | 86.8%+7.4pp | 70.6%+23.6pp |
| Annual return | 10.85% | 33.24%-22.4pp | 28.85%-18.0pp | 31.27%-20.4pp |
| Employer contribution / active EE | $2,350 | $4,412-46.7% | $6,427-63.4% | $2,728-13.9% |
| Participant deferral / active EE | $3,731 | $7,307-48.9% | $9,133-59.2% | $4,651-19.8% |
| Admin fee / account holder | $64 | $256-75.2% | $13,899-99.5% | $433-85.3% |