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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $24,514 | $78,483-68.8% | $106,201-76.9% | $74,546-67.1% |
| Participation rate | 68.6% | 72.8%-4.3pp | 75.3%-6.7pp | 67.2%+1.3pp |
| Annual return | 12.47% | 15.94%-3.5pp | 116.26%-103.8pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $1,176 | $2,522-53.4% | $3,170-62.9% | $2,624-55.2% |
| Participant deferral / active EE | $1,729 | $4,320-60.0% | $5,012-65.5% | $4,347-60.2% |
| Admin fee / account holder | $24 | $2,236-98.9% | $11,039-99.8% | $1,944-98.8% |