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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 | $46,326 | $46,732-0.9% | $156,551-70.4% | $55,167-16.0% |
| Participation rate | 55.8% | 65.8%-10.0pp | 84.0%-28.2pp | 69.0%-13.2pp |
| Annual return | 5.13% | 17.72%-12.6pp | 32.23%-27.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $1,495 | $2,105-29.0% | $5,501-72.8% | $1,963-23.8% |
| Participant deferral / active EE | $1,359 | $2,204-38.4% | $4,871-72.1% | $3,054-55.5% |
| Admin fee / account holder | $24 | $418-94.3% | $13,028-99.8% | $504-95.3% |