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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,191 | $113,568+78.0% | $67,575+199.2% | $199,960+1.1% |
| Participation rate | 30.8% | 73.3%-42.6pp | 72.9%-42.1pp | 72.0%-41.2pp |
| Annual return | 12.81% | 15.88%-3.1pp | 3528.98%-3516.2pp | 34.28%-21.5pp |
| Employer contribution / active EE | $4,208 | $3,409+23.4% | $2,736+53.8% | $3,036+38.6% |
| Participant deferral / active EE | $2,964 | $4,163-28.8% | $4,003-26.0% | $5,087-41.7% |
| Admin fee / account holder | $25 | $102-75.7% | $3,993-99.4% | $269-90.7% |