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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,426 | $79,181+172.1% | $102,423+110.3% | $74,429+189.4% |
| Participation rate | 59.8% | 74.8%-15.0pp | 76.5%-16.7pp | 67.2%-7.4pp |
| Annual return | 20.20% | 54.97%-34.8pp | 29.42%-9.2pp | 1368.38%-1348.2pp |
| Employer contribution / active EE | $2,047 | $2,362-13.3% | $3,023-32.3% | $2,625-22.0% |
| Participant deferral / active EE | $4,268 | $4,416-3.3% | $5,054-15.5% | $4,348-1.8% |
| Admin fee / account holder | $21 | $2,002-99.0% | $9,455-99.8% | $1,944-98.9% |