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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $188,275 |
MOSS ADAMS LLP7 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $30,450 |
SAGEVIEW ADVISORY GROUP, LLC8 years Service code 16 · EIN 33-0818667 | Consulting | $22,226 |
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 | $220,922 | $115,744+90.9% | $100,415+120.0% | $200,096+10.4% |
| Participation rate | 98.5% | 85.7%+12.9pp | 81.5%+17.0pp | 72.0%+26.5pp |
| Annual return | 16.92% | 17.79%-0.9pp | 49.47%-32.6pp | 34.26%-17.3pp |
| Employer contribution / active EE | $5,148 | $3,657+40.8% | $3,943+30.6% | $3,038+69.5% |
| Participant deferral / active EE | $21,129 | $9,844+114.6% | $8,091+161.1% | $5,090+315.1% |
| Admin fee / account holder | $77 | $93-17.2% | $7,906-99.0% | $269-71.4% |