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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,042 | $79,171+37.7% | $102,423+6.5% | $74,495+46.4% |
| Participation rate | 67.3% | 74.8%-7.5pp | 76.5%-9.2pp | 67.2%+0.1pp |
| Annual return | 27.48% | 54.93%-27.5pp | 29.32%-1.8pp | 1364.94%-1337.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,961 | $4,415-55.6% | $5,053-61.2% | $4,346-54.9% |
| Admin fee / account holder | $69 | $2,001-96.5% | $9,451-99.3% | $1,942-96.4% |