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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$6,546 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,097 | $53,216-15.3% | $155,534-71.0% | $199,960-77.4% |
| Participation rate | 46.2% | 64.1%-17.9pp | 78.2%-32.0pp | 72.0%-25.8pp |
| Annual return | 12.85% | 41.18%-28.3pp | 64.92%-52.1pp | 34.28%-21.4pp |
| Employer contribution / active EE | $790 | $1,848-57.3% | $4,675-83.1% | $3,036-74.0% |
| Participant deferral / active EE | $2,206 | $3,164-30.3% | $5,630-60.8% | $5,087-56.6% |
| Admin fee / account holder | -$7 | $186-103.5% | $15,900-100.0% | $269-102.4% |