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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 | $101,672+9.3% | $147,117-24.5% | $74,478+49.2% |
| Participation rate | 30.3% | 75.5%-45.3pp | 82.2%-51.9pp | 67.2%-37.0pp |
| Annual return | 24.81% | 8757.83%-8733.0pp | 420.54%-395.7pp | 1370.56%-1345.8pp |
| Employer contribution / active EE | $1,408 | $3,813-63.1% | $4,932-71.5% | $2,626-46.4% |
| Participant deferral / active EE | $3,811 | $7,305-47.8% | $8,065-52.7% | $4,350-12.4% |
| Admin fee / account holder | $10 | $1,753-99.5% | $12,993-99.9% | $1,946-99.5% |