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| Provider | Service type | Compensation |
|---|---|---|
PROBITY ADVISORS INC8 years Service code 27 · EIN 35-2175673 | Advisory (Plan) | $75,822 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $42,675 | $80,763-47.2% | $102,412-58.3% | $74,459-42.7% |
| Participation rate | 71.9% | 65.7%+6.2pp | 74.5%-2.6pp | 67.2%+4.7pp |
| Annual return | 12.05% | 27.57%-15.5pp | 24.94%-12.9pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $1,773 | $3,160-43.9% | $3,870-54.2% | $2,626-32.5% |
| Participant deferral / active EE | $2,814 | $3,862-27.1% | $5,060-44.4% | $4,350-35.3% |
| Admin fee / account holder | $362 | $2,371-84.7% | $8,388-95.7% | $1,945-81.4% |