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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,603 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,168 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $27,825 |
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 | $301,601 | $76,407+294.7% | $150,298+100.7% | $82,448+265.8% |
| Participation rate | 94.1% | 66.4%+27.7pp | 77.8%+16.4pp | 68.1%+26.0pp |
| Annual return | 15.19% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $21,889 | $2,614+737.3% | $4,154+426.9% | $2,551+758.1% |
| Participant deferral / active EE | $34,040 | $3,214+959.0% | $5,453+524.3% | $4,139+722.4% |
| Admin fee / account holder | $212 | $6,352-96.7% | $14,116-98.5% | $7,234-97.1% |