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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $35,622 |
MORGAN STANLEY SMITH BARNEY5 years Service code 55 · EIN 04-3523567 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,455 | $80,781-2.9% | $102,437-23.4% | $74,478+5.3% |
| Participation rate | 69.4% | 65.7%+3.8pp | 74.5%-5.1pp | 67.2%+2.2pp |
| Annual return | 13.19% | 27.58%-14.4pp | 24.95%-11.8pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $1,798 | $3,160-43.1% | $3,871-53.6% | $2,626-31.5% |
| Participant deferral / active EE | $5,288 | $3,862+36.9% | $5,060+4.5% | $4,350+21.6% |
| Admin fee / account holder | $274 | $2,372-88.4% | $8,388-96.7% | $1,946-85.9% |