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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,988 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,479 | $81,358-83.4% | $155,556-91.3% | $80,959-83.4% |
| Participation rate | 99.0% | 66.3%+32.7pp | 78.2%+20.7pp | 67.7%+31.3pp |
| Annual return | 9.14% | 33.39%-24.2pp | 64.84%-55.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $2,156 | $3,106-30.6% | $4,675-53.9% | $2,757-21.8% |
| Participant deferral / active EE | $826 | $3,455-76.1% | $5,631-85.3% | $4,300-80.8% |
| Admin fee / account holder | $55 | $7,994-99.3% | $15,885-99.7% | $6,925-99.2% |