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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,245 | $79,181+6.4% | $102,423-17.7% | $74,429+13.2% |
| Participation rate | 57.9% | 74.8%-16.8pp | 76.5%-18.6pp | 67.2%-9.3pp |
| Annual return | 12.69% | 54.97%-42.3pp | 29.42%-16.7pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $1,306 | $2,362-44.7% | $3,023-56.8% | $2,625-50.2% |
| Participant deferral / active EE | $2,690 | $4,416-39.1% | $5,054-46.8% | $4,348-38.1% |
| Admin fee / account holder | $13 | $2,002-99.3% | $9,455-99.9% | $1,944-99.3% |