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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 | $36,002+43.9% | $161,489-67.9% | $64,728-20.0% |
| Participation rate | 25.9% | 57.4%-31.5pp | 78.7%-52.8pp | 57.9%-32.0pp |
| Annual return | 16.16% | 33.93%-17.8pp | 89.72%-73.6pp | 49.38%-33.2pp |
| Employer contribution / active EE | $770 | $1,380-44.2% | $4,268-81.9% | $2,243-65.6% |
| Participant deferral / active EE | $955 | $1,815-47.4% | $5,630-83.0% | $2,729-65.0% |
| Admin fee / account holder | $22 | $931-97.7% | $16,006-99.9% | $1,145-98.1% |