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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $779 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,376 | $79,181-30.1% | $102,423-45.9% | $74,429-25.6% |
| Participation rate | 48.5% | 74.8%-26.2pp | 76.5%-28.0pp | 67.2%-18.7pp |
| Annual return | 13.07% | 54.97%-41.9pp | 29.42%-16.4pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $264 | $2,362-88.8% | $3,023-91.3% | $2,625-89.9% |
| Participant deferral / active EE | $2,509 | $4,416-43.2% | $5,054-50.4% | $4,348-42.3% |
| Admin fee / account holder | $24 | $2,002-98.8% | $9,455-99.7% | $1,944-98.8% |