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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST'L OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $35,992 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,339 | $45,000-74.8% | $143,797-92.1% | $77,906-85.4% |
| Participation rate | 81.6% | 66.8%+14.8pp | 80.3%+1.3pp | 73.7%+8.0pp |
| Annual return | -16.79% | 29.03%-45.8pp | -0.04%-16.8pp | 12.16%-28.9pp |
| Employer contribution / active EE | $562 | $1,870-69.9% | $4,952-88.7% | $2,846-80.3% |
| Participant deferral / active EE | $1,226 | $3,157-61.1% | $5,638-78.3% | $4,805-74.5% |
| Admin fee / account holder | $24 | $98-75.5% | $14,679-99.8% | $133-81.8% |