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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,807 | $36,904+40.4% | $158,223-67.3% | $65,191-20.5% |
| Participation rate | 25.9% | 62.1%-36.2pp | 79.2%-53.3pp | 63.0%-37.1pp |
| Annual return | 16.16% | 24.43%-8.3pp | 52.09%-35.9pp | 51.24%-35.1pp |
| Employer contribution / active EE | $770 | $1,489-48.3% | $4,109-81.2% | $2,400-67.9% |
| Participant deferral / active EE | $955 | $1,936-50.7% | $5,467-82.5% | $2,671-64.3% |
| Admin fee / account holder | $22 | $793-97.3% | $16,047-99.9% | $907-97.6% |