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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 | $53,199-15.2% | $155,567-71.0% | $199,768-77.4% |
| Participation rate | 46.2% | 64.1%-18.0pp | 78.2%-32.0pp | 72.0%-25.8pp |
| Annual return | 12.85% | 41.17%-28.3pp | 64.74%-51.9pp | 34.26%-21.4pp |
| Employer contribution / active EE | $790 | $1,852-57.4% | $4,674-83.1% | $3,037-74.0% |
| Participant deferral / active EE | $2,206 | $3,163-30.2% | $5,628-60.8% | $5,090-56.6% |
| Admin fee / account holder | -$7 | $186-103.5% | $15,916-100.0% | $269-102.4% |