Filed October 4, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,145 | $122,239+131.6% | $184,203+53.7% | $74,495+280.1% |
| Participation rate | 7.1% | 85.5%-78.3pp | 86.8%-79.7pp | 67.2%-60.1pp |
| Annual return | 22.77% | 19.95%+2.8pp | 28.81%-6.0pp | 1364.94%-1342.2pp |
| Employer contribution / active EE | $6,992 | $4,537+54.1% | $6,427+8.8% | $2,623+166.6% |
| Participant deferral / active EE | $7,316 | $7,139+2.5% | $9,131-19.9% | $4,346+68.4% |
| Admin fee / account holder | $77 | $1,260-93.9% | $13,901-99.4% | $1,942-96.0% |