Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INS OPS CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $27,302 |
Service code 60 | Sub-TA Fees | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,827 | $106,264+72.1% | $147,117+24.3% | $77,762+135.1% |
| Participation rate | 68.3% | 78.4%-10.1pp | 82.2%-13.8pp | 70.6%-2.2pp |
| Annual return | 20.09% | 56.94%-36.8pp | 420.54%-400.4pp | 31.27%-11.2pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $15,736 | $8,003+96.6% | $8,065+95.1% | $4,651+238.3% |
| Admin fee / account holder | $64 | $334-80.9% | $12,993-99.5% | $433-85.3% |