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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $47,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,558 | $56,540-61.9% | $185,849-88.4% | $86,821-75.2% |
| Participation rate | 58.9% | 65.5%-6.6pp | 81.7%-22.8pp | 72.3%-13.4pp |
| Annual return | 16.08% | 118.20%-102.1pp | 122.10%-106.0pp | 97.94%-81.9pp |
| Employer contribution / active EE | $715 | $1,844-61.3% | $5,169-86.2% | $2,406-70.3% |
| Participant deferral / active EE | $2,306 | $2,555-9.7% | $5,569-58.6% | $4,132-44.2% |
| Admin fee / account holder | $52 | $150-65.0% | $16,244-99.7% | $170-69.1% |