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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $18,122 |
PYA, P.C.7 years Service code 10 · EIN 62-1517792 | Accounting | $11,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,541 | $53,204+30.7% | $155,556-55.3% | $200,096-65.2% |
| Participation rate | 43.9% | 64.1%-20.2pp | 78.2%-34.3pp | 72.0%-28.1pp |
| Annual return | 16.52% | 41.02%-24.5pp | 64.84%-48.3pp | 34.26%-17.7pp |
| Employer contribution / active EE | $651 | $1,850-64.8% | $4,675-86.1% | $3,038-78.6% |
| Participant deferral / active EE | $1,611 | $3,163-49.1% | $5,631-71.4% | $5,090-68.3% |
| Admin fee / account holder | $36 | $186-80.5% | $15,885-99.8% | $269-86.6% |