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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-1411118 | Advisory (Participants) | $7,505 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,151 | $129,021-69.7% | $184,203-78.7% | $77,643-49.6% |
| Participation rate | 74.4% | 87.3%-13.0pp | 86.8%-12.5pp | 70.6%+3.8pp |
| Annual return | 15.94% | 33.27%-17.3pp | 28.81%-12.9pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,226 | $4,413-49.6% | $6,427-65.4% | $2,726-18.3% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $33 | $254-87.1% | $13,901-99.8% | $430-92.4% |