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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $69,612 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $59,055 |
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 | $64,009 | $82,979-22.9% | $102,383-37.5% | $77,714-17.6% |
| Participation rate | 54.0% | 71.5%-17.5pp | 74.5%-20.5pp | 70.6%-16.6pp |
| Annual return | 19.33% | 19.11%+0.2pp | 24.94%-5.6pp | 31.26%-11.9pp |
| Employer contribution / active EE | $1,402 | $3,554-60.5% | $3,870-63.8% | $2,727-48.6% |
| Participant deferral / active EE | $3,201 | $4,109-22.1% | $5,060-36.7% | $4,649-31.2% |
| Admin fee / account holder | $211 | $639-66.9% | $8,391-97.5% | $433-51.2% |