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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 | $66,459-60.3% | $81,286-67.6% | $77,714-66.1% |
| Participation rate | 84.5% | 68.7%+15.8pp | 69.5%+15.0pp | 70.6%+13.9pp |
| Annual return | 18.69% | 15.95%+2.7pp | 24.80%-6.1pp | 31.26%-12.6pp |
| Employer contribution / active EE | $969 | $2,156-55.1% | $2,463-60.7% | $2,727-64.5% |
| Participant deferral / active EE | $2,768 | $3,674-24.7% | $3,883-28.7% | $4,649-40.5% |
| Admin fee / account holder | $78 | $585-86.6% | $5,764-98.6% | $433-81.9% |