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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,694 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,732 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,821 | $81,301-62.1% | $76,119-59.5% | $199,960-84.6% |
| Participation rate | 32.1% | 70.1%-38.0pp | 69.1%-37.0pp | 72.0%-39.9pp |
| Annual return | 12.80% | 16.31%-3.5pp | 361.25%-348.4pp | 34.28%-21.5pp |
| Employer contribution / active EE | $478 | $3,352-85.7% | $2,693-82.2% | $3,036-84.3% |
| Participant deferral / active EE | $986 | $4,721-79.1% | $4,259-76.9% | $5,087-80.6% |
| Admin fee / account holder | $33 | $145-76.9% | $6,421-99.5% | $269-87.6% |