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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 | $46,464+11.5% | $150,298-65.5% | $79,634-34.9% |
| Participation rate | 25.9% | 57.0%-31.0pp | 77.8%-51.8pp | 62.5%-36.5pp |
| Annual return | 16.16% | 27.89%-11.7pp | 62.79%-46.6pp | 36.46%-20.3pp |
| Employer contribution / active EE | $770 | $1,512-49.0% | $4,154-81.5% | $2,529-69.5% |
| Participant deferral / active EE | $955 | $2,157-55.7% | $5,453-82.5% | $3,835-75.1% |
| Admin fee / account holder | $22 | $891-97.6% | $14,116-99.8% | $1,002-97.8% |