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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY Service code 37 · EIN 04-2647786 INSTITUTIONAL OPERATIONS CO., INC. · BOSTON, MA 02109 | Loan Processing | $2,578 |
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 | $39,263 | $46,360-15.3% | $147,618-73.4% | $52,331-25.0% |
| Participation rate | 62.0% | 64.9%-3.0pp | 84.6%-22.7pp | 68.1%-6.1pp |
| Annual return | 6.71% | 1.62%+5.1pp | 61.98%-55.3pp | 4.54%+2.2pp |
| Employer contribution / active EE | $1,290 | $2,126-39.3% | $5,565-76.8% | $1,882-31.5% |
| Participant deferral / active EE | $1,262 | $2,258-44.1% | $4,895-74.2% | $3,022-58.2% |
| Admin fee / account holder | $22 | $766-97.1% | $11,612-99.8% | $592-96.2% |