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| Provider | Service type | Compensation |
|---|---|---|
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS, LLC/PLLC Service code 10 · EIN 57-0381582 | Accounting | $24,960 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,531 | $140,800-35.7% | $89,340+1.3% | $79,634+13.7% |
| Participation rate | 28.7% | 61.9%-33.2pp | 69.6%-40.8pp | 62.5%-33.8pp |
| Annual return | 15.58% | 17.84%-2.3pp | 20.57%-5.0pp | 36.46%-20.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,231-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,491 | $3,219-53.7% | $3,823-61.0% | $3,835-61.1% |
| Admin fee / account holder | $269 | $1,610-83.3% | $6,704-96.0% | $1,002-73.2% |