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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $70,910 |
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 | $73,848 | $122,219-39.6% | $147,096-49.8% | $199,921-63.1% |
| Participation rate | 64.2% | 78.3%-14.0pp | 82.2%-17.9pp | 72.0%-7.8pp |
| Annual return | 20.94% | 30.59%-9.6pp | 419.75%-398.8pp | 34.28%-13.3pp |
| Employer contribution / active EE | $3,569 | $4,096-12.9% | $4,936-27.7% | $3,035+17.6% |
| Participant deferral / active EE | $7,578 | $8,503-10.9% | $8,071-6.1% | $5,089+48.9% |
| Admin fee / account holder | $34 | $179-81.1% | $13,005-99.7% | $269-87.4% |