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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $48,937 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,428 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,079 | $45,109-57.7% | $85,187-77.6% | $77,736-75.5% |
| Participation rate | 57.5% | 48.7%+8.9pp | 67.5%-10.0pp | 70.6%-13.1pp |
| Annual return | 23.41% | 79.55%-56.1pp | 66.67%-43.3pp | 31.26%-7.8pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,732-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,876 | $2,814+37.7% | $4,525-14.3% | $4,651-16.7% |
| Admin fee / account holder | $142 | $915-84.5% | $6,162-97.7% | $433-67.3% |