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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $69,280 |
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 | $26,356 | $66,486-60.4% | $81,370-67.6% | $77,762-66.1% |
| Participation rate | 84.5% | 68.7%+15.8pp | 69.5%+15.0pp | 70.6%+13.9pp |
| Annual return | 18.69% | 15.95%+2.7pp | 24.85%-6.2pp | 31.27%-12.6pp |
| Employer contribution / active EE | $969 | $2,158-55.1% | $2,464-60.7% | $2,728-64.5% |
| Participant deferral / active EE | $2,768 | $3,677-24.7% | $3,885-28.8% | $4,651-40.5% |
| Admin fee / account holder | $78 | $586-86.6% | $5,749-98.6% | $433-81.9% |