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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,966 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,833 | $48,698+4.4% | $93,606-45.7% | $199,593-74.5% |
| Participation rate | 13.5% | 63.5%-50.0pp | 68.7%-55.2pp | 72.0%-58.4pp |
| Annual return | 16.55% | 15.34%+1.2pp | 133.20%-116.6pp | 34.25%-17.7pp |
| Employer contribution / active EE | $318 | $1,135-72.0% | $2,420-86.9% | $3,034-89.5% |
| Participant deferral / active EE | $665 | $2,817-76.4% | $4,411-84.9% | $5,087-86.9% |
| Admin fee / account holder | $60 | $195-69.4% | $8,285-99.3% | $269-77.8% |