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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $109,027 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $8,310 |
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 | $87,978 | $64,728+35.9% | $102,184-13.9% | $64,728+35.9% |
| Participation rate | 92.8% | 57.9%+34.9pp | 82.6%+10.2pp | 57.9%+34.9pp |
| Annual return | 18.86% | 49.38%-30.5pp | 31.58%-12.7pp | 49.38%-30.5pp |
| Employer contribution / active EE | $2,542 | $2,243+13.3% | $3,594-29.3% | $2,243+13.3% |
| Participant deferral / active EE | $8,614 | $2,729+215.6% | $8,309+3.7% | $2,729+215.6% |
| Admin fee / account holder | $154 | $1,145-86.5% | $11,609-98.7% | $1,145-86.5% |