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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% | $56,077+55.7% | $199,921-56.3% |
| Participation rate | 24.3% | 32.3%-8.1pp | 52.5%-28.2pp | 72.0%-47.7pp |
| Annual return | 15.85% | 14.72%+1.1pp | 1709.28%-1693.4pp | 34.28%-18.4pp |
| Employer contribution / active EE | $1,117 | $508+120.1% | $1,040+7.4% | $3,035-63.2% |
| Participant deferral / active EE | $2,712 | $1,184+129.1% | $1,954+38.8% | $5,089-46.7% |
| Admin fee / account holder | $71 | $426-83.3% | $2,825-97.5% | $269-73.5% |