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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,535 | $54,245-34.5% | $93,727-62.1% | $77,762-54.3% |
| Participation rate | 52.6% | 63.9%-11.3pp | 68.7%-16.1pp | 70.6%-18.0pp |
| Annual return | 11.44% | 30.58%-19.1pp | 133.83%-122.4pp | 31.27%-19.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,186 | $3,144-30.5% | $4,417-50.5% | $4,651-53.0% |
| Admin fee / account holder | $19 | $575-96.6% | $8,292-99.8% | $433-95.5% |