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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $3,125 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $19,610 | $39,458-50.3% | $60,547-67.6% | $55,191-64.5% |
| Participation rate | 52.3% | 59.6%-7.3pp | 68.0%-15.7pp | 69.2%-16.9pp |
| Annual return | 0.38% | 3.35%-3.0pp | 335.64%-335.3pp | 10.78%-10.4pp |
| Employer contribution / active EE | $296 | $1,210-75.5% | $2,419-87.8% | $1,899-84.4% |
| Participant deferral / active EE | $493 | $2,140-77.0% | $3,328-85.2% | $3,046-83.8% |
| Admin fee / account holder | $18 | $95-80.9% | $4,536-99.6% | $91-80.0% |