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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $569,064 |
NEPC, LLC7 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $118,795 |
Service code 10 · EIN 74-1695589 | Accounting | $15,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,263 | $96,188+200.7% | $76,051+280.4% | $99,187+191.6% |
| Participation rate | 99.4% | 72.7%+26.7pp | 69.1%+30.4pp | 71.7%+27.8pp |
| Annual return | 17.02% | 16.48%+0.5pp | 360.42%-343.4pp | 17.66%-0.6pp |
| Employer contribution / active EE | $13,952 | $3,167+340.5% | $2,690+418.7% | $3,262+327.8% |
| Participant deferral / active EE | $11,424 | $4,842+135.9% | $4,257+168.3% | $5,339+114.0% |
| Admin fee / account holder | $78 | $87-11.1% | $6,416-98.8% | $109-28.9% |