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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,161 |
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 | $38,869 | $89,123-56.4% | $102,460-62.1% | $77,762-50.0% |
| Participation rate | 89.1% | 80.9%+8.1pp | 76.5%+12.5pp | 70.6%+18.5pp |
| Annual return | 15.60% | 25.05%-9.4pp | 29.47%-13.9pp | 31.27%-15.7pp |
| Employer contribution / active EE | $1,096 | $2,700-59.4% | $3,025-63.8% | $2,728-59.8% |
| Participant deferral / active EE | $3,604 | $5,148-30.0% | $5,056-28.7% | $4,651-22.5% |
| Admin fee / account holder | $31 | $236-86.9% | $9,460-99.7% | $433-92.9% |