Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $72,836 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,352 | $54,193-66.1% | $93,669-80.4% | $77,714-76.4% |
| Participation rate | 56.7% | 63.9%-7.2pp | 68.7%-12.0pp | 70.6%-13.9pp |
| Annual return | 15.59% | 30.54%-15.0pp | 133.59%-118.0pp | 31.26%-15.7pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,424-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $2,350 | $3,144-25.3% | $4,416-46.8% | $4,649-49.5% |
| Admin fee / account holder | $136 | $576-76.4% | $8,291-98.4% | $433-68.6% |