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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 | $107,666+134.1% | $102,184+146.7% | $154,746+62.9% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.6%-82.6pp | 80.7%-80.7pp |
| Annual return | 16.57% | 29.33%-12.8pp | 31.58%-15.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $512,518 | $3,846+13225.3% | $3,594+14161.7% | $4,379+11603.8% |
| Participant deferral / active EE | $2,186,468 | $8,719+24976.3% | $8,309+26214.4% | $6,730+32386.7% |
| Admin fee / account holder | $107 | $12,943-99.2% | $11,609-99.1% | $14,365-99.3% |