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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $209,227 |
MOSS ADAMS LLP8 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $32,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,041 | $102,609+145.6% | $98,090+156.9% | $138,895+81.5% |
| Participation rate | 0.0% | 82.8%-82.8pp | 81.5%-81.5pp | 79.9%-79.9pp |
| Annual return | 16.57% | 36.44%-19.9pp | 37.05%-20.5pp | 145.39%-128.8pp |
| Employer contribution / active EE | $512,518 | $3,867+13152.7% | $3,606+14111.8% | $4,194+12119.6% |
| Participant deferral / active EE | $2,186,468 | $8,167+26671.5% | $7,845+27771.7% | $6,396+34083.8% |
| Admin fee / account holder | $107 | $11,434-99.1% | $11,815-99.1% | $12,562-99.1% |