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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $875 |
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 | $123,057 | $88,360+39.3% | $145,433-15.4% | $67,986+81.0% |
| Participation rate | 32.0% | 65.5%-33.5pp | 82.1%-50.2pp | 57.2%-25.2pp |
| Annual return | 17.11% | 63.15%-46.0pp | 66.58%-49.5pp | 31.67%-14.6pp |
| Employer contribution / active EE | $1,626 | $3,054-46.7% | $4,554-64.3% | $2,019-19.4% |
| Participant deferral / active EE | $4,341 | $5,932-26.8% | $7,897-45.0% | $3,358+29.3% |
| Admin fee / account holder | $7 | $3,313-99.8% | $13,129-99.9% | $3,203-99.8% |