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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,658 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,744 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,237 | $47,202-67.7% | $93,727-83.7% | $99,313-84.7% |
| Participation rate | 23.9% | 57.3%-33.4pp | 68.7%-44.8pp | 71.7%-47.8pp |
| Annual return | 13.93% | 13.08%+0.8pp | 133.83%-119.9pp | 17.67%-3.7pp |
| Employer contribution / active EE | $0 | $1,134-100.0% | $2,421-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $686 | $2,296-70.1% | $4,417-84.5% | $5,346-87.2% |
| Admin fee / account holder | $13 | $86-84.3% | $8,292-99.8% | $109-87.7% |