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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,669 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,427 | $98,727-23.6% | $113,168-33.3% | $85,563-11.8% |
| Participation rate | 58.5% | 80.8%-22.4pp | 76.6%-18.1pp | 66.0%-7.5pp |
| Annual return | 15.91% | 17.43%-1.5pp | 24.27%-8.4pp | 31.51%-15.6pp |
| Employer contribution / active EE | $1,812 | $2,907-37.7% | $2,975-39.1% | $2,654-31.7% |
| Participant deferral / active EE | $2,227 | $5,424-59.0% | $5,107-56.4% | $4,375-49.1% |
| Admin fee / account holder | $94 | $357-73.6% | $12,068-99.2% | $834-88.7% |