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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,100 |
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 | $111,133 | $101,591+9.4% | $147,096-24.4% | $74,429+49.3% |
| Participation rate | 30.3% | 75.5%-45.3pp | 82.2%-51.9pp | 67.2%-37.0pp |
| Annual return | 24.81% | 8746.45%-8721.6pp | 419.75%-394.9pp | 1368.38%-1343.6pp |
| Employer contribution / active EE | $1,408 | $3,813-63.1% | $4,936-71.5% | $2,625-46.4% |
| Participant deferral / active EE | $3,811 | $7,302-47.8% | $8,071-52.8% | $4,348-12.4% |
| Admin fee / account holder | $10 | $1,750-99.5% | $13,005-99.9% | $1,944-99.5% |