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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,349 |
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 | $107,840 | $29,569+264.7% | $56,077+92.3% | $77,714+38.8% |
| Participation rate | 47.8% | 32.6%+15.1pp | 52.5%-4.7pp | 70.6%-22.8pp |
| Annual return | 16.54% | 18.90%-2.4pp | 1709.28%-1692.7pp | 31.26%-14.7pp |
| Employer contribution / active EE | $1,767 | $569+210.6% | $1,040+69.8% | $2,727-35.2% |
| Participant deferral / active EE | $4,466 | $1,061+321.0% | $1,954+128.5% | $4,649-3.9% |
| Admin fee / account holder | $202 | $1,042-80.6% | $2,825-92.9% | $433-53.4% |