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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,774 |
CREATIVE PLANNING LLC4 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $34,138 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $29,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,692 | $80,673+31.0% | $101,326+4.3% | $84,808+24.6% |
| Participation rate | 64.0% | 77.8%-13.8pp | 81.5%-17.5pp | 68.3%-4.3pp |
| Annual return | 13.47% | 38.95%-25.5pp | 36.82%-23.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,880 | $6,840+0.6% | $7,994-13.9% | $4,212+63.4% |
| Admin fee / account holder | $422 | $12,784-96.7% | $11,185-96.2% | $7,344-94.3% |