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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $76,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,300 | $31,741+175.0% | $56,025+55.8% | $200,096-56.4% |
| Participation rate | 24.3% | 32.3%-8.1pp | 52.5%-28.2pp | 72.0%-47.7pp |
| Annual return | 15.85% | 14.72%+1.1pp | 1712.69%-1696.8pp | 34.26%-18.4pp |
| Employer contribution / active EE | $1,117 | $508+120.1% | $1,042+7.3% | $3,038-63.2% |
| Participant deferral / active EE | $2,712 | $1,184+129.1% | $1,955+38.8% | $5,090-46.7% |
| Admin fee / account holder | $71 | $426-83.3% | $2,828-97.5% | $269-73.5% |