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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $4,806 |
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 | $21,238 | $44,059-51.8% | $71,671-70.4% | $69,631-69.5% |
| Participation rate | 44.1% | 60.8%-16.7pp | 68.7%-24.7pp | 70.7%-26.6pp |
| Annual return | 13.99% | 21.97%-8.0pp | 20.65%-6.7pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $251 | $1,305-80.8% | $2,460-89.8% | $2,032-87.6% |
| Participant deferral / active EE | $488 | $2,370-79.4% | $3,438-85.8% | $3,224-84.9% |
| Admin fee / account holder | $19 | $108-82.3% | $5,558-99.7% | $110-82.7% |