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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,731 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,784 | $50,860-65.0% | $155,574-88.6% | $77,714-77.1% |
| Participation rate | 78.7% | 63.1%+15.6pp | 78.2%+0.5pp | 70.6%+8.2pp |
| Annual return | 16.42% | 34.86%-18.4pp | 64.87%-48.5pp | 31.26%-14.8pp |
| Employer contribution / active EE | $8 | $1,991-99.6% | $4,676-99.8% | $2,727-99.7% |
| Participant deferral / active EE | $1,977 | $2,825-30.0% | $5,629-64.9% | $4,649-57.5% |
| Admin fee / account holder | $8 | $436-98.3% | $15,914-100.0% | $433-98.3% |