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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,337 | $88,203-64.5% | $165,100-81.0% | $74,478-57.9% |
| Participation rate | 81.4% | 73.1%+8.3pp | 78.6%+2.8pp | 67.2%+14.2pp |
| Annual return | 14.85% | 17.13%-2.3pp | 70.21%-55.4pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $669 | $2,601-74.3% | $4,348-84.6% | $2,626-74.5% |
| Participant deferral / active EE | $2,780 | $4,505-38.3% | $6,035-53.9% | $4,350-36.1% |
| Admin fee / account holder | $13 | $2,235-99.4% | $12,696-99.9% | $1,946-99.3% |