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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,392 |
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 | $61,157 | $55,457+10.3% | $76,119-19.7% | $77,736-21.3% |
| Participation rate | 45.4% | 63.6%-18.2pp | 69.1%-23.7pp | 70.6%-25.2pp |
| Annual return | 19.41% | 17.09%+2.3pp | 361.25%-341.8pp | 31.26%-11.9pp |
| Employer contribution / active EE | $772 | $1,792-56.9% | $2,693-71.3% | $2,728-71.7% |
| Participant deferral / active EE | $2,550 | $3,454-26.2% | $4,259-40.1% | $4,651-45.2% |
| Admin fee / account holder | $28 | $411-93.1% | $6,421-99.6% | $433-93.5% |