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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,302 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,705 | $89,588+41.4% | $136,007-6.8% | $77,643+63.2% |
| Participation rate | 35.2% | 74.3%-39.1pp | 76.5%-41.3pp | 70.6%-35.4pp |
| Annual return | 17.89% | 17.42%+0.5pp | 579.32%-561.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $4,217-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,560 | $5,591-36.3% | $7,025-49.3% | $4,647-23.4% |
| Admin fee / account holder | $242 | $539-55.0% | $6,858-96.5% | $430-43.7% |