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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$3,792 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,989 | $88,083-18.3% | $164,813-56.3% | $74,495-3.4% |
| Participation rate | 58.3% | 73.0%-14.7pp | 78.6%-20.3pp | 67.2%-8.9pp |
| Annual return | 13.92% | 17.26%-3.3pp | 69.93%-56.0pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $558 | $2,593-78.5% | $4,341-87.1% | $2,623-78.7% |
| Participant deferral / active EE | $4,889 | $4,498+8.7% | $6,031-18.9% | $4,346+12.5% |
| Admin fee / account holder | -$25 | $2,234-101.1% | $12,690-100.2% | $1,942-101.3% |