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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTITUTIONAL, Service code 37 · EIN 04-2647786 | Loan Processing | $282,320 |
HARBOR7 years Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 · EIN 90-0497525 | Advisory (Plan) | $180,000 |
WINDHAM BRANNON9 years Service code 10 · EIN 58-1763439 | Accounting | $20,500 |
Filed as: PENSION BENEFIT INFORMATIOIN LLC Service code 16 · EIN 82-4722389 | Consulting | $19,662 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,510 | $68,110-80.2% | $155,534-91.3% | $99,314-86.4% |
| Participation rate | 65.9% | 67.8%-1.9pp | 78.2%-12.3pp | 71.7%-5.8pp |
| Annual return | 12.20% | 16.16%-4.0pp | 64.92%-52.7pp | 17.67%-5.5pp |
| Employer contribution / active EE | $10 | $2,291-99.6% | $4,675-99.8% | $3,264-99.7% |
| Participant deferral / active EE | $1,614 | $3,865-58.2% | $5,630-71.3% | $5,346-69.8% |
| Admin fee / account holder | $55 | $94-41.0% | $15,900-99.7% | $109-49.2% |