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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,956 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,490 | $108,549-58.1% | $156,263-70.9% | $85,563-46.8% |
| Participation rate | 82.1% | 77.1%+5.0pp | 78.9%+3.2pp | 66.0%+16.1pp |
| Annual return | 19.29% | 21.79%-2.5pp | 59.47%-40.2pp | 31.51%-12.2pp |
| Employer contribution / active EE | $0 | $2,690-100.0% | $4,333-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,127 | $4,800-14.0% | $6,158-33.0% | $4,375-5.7% |
| Admin fee / account holder | $48 | $650-92.6% | $14,255-99.7% | $834-94.2% |