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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $651,009 |
COOK STREET CONSULTING4 years Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432 | Consulting | $113,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,006 | $176,471-57.5% | $95,968-21.8% | $90,274-16.9% |
| Participation rate | 67.3% | 86.6%-19.3pp | 77.1%-9.8pp | 73.4%-6.1pp |
| Annual return | 14.45% | 20.15%-5.7pp | 91.65%-77.2pp | 53.97%-39.5pp |
| Employer contribution / active EE | $2,387 | $2,783-14.2% | $2,542-6.1% | $2,523-5.4% |
| Participant deferral / active EE | $8,014 | $5,325+50.5% | $4,167+92.3% | $4,231+89.4% |
| Admin fee / account holder | $38 | $154-75.6% | $6,798-99.4% | $114-67.1% |