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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,178 | $129,021-34.8% | $184,203-54.3% | $77,643+8.4% |
| Participation rate | 58.2% | 87.3%-29.1pp | 86.8%-28.6pp | 70.6%-12.4pp |
| Annual return | 17.10% | 33.27%-16.2pp | 28.81%-11.7pp | 31.24%-14.1pp |
| Employer contribution / active EE | $1,186 | $4,413-73.1% | $6,427-81.6% | $2,726-56.5% |
| Participant deferral / active EE | $5,434 | $7,297-25.5% | $9,131-40.5% | $4,647+16.9% |
| Admin fee / account holder | $9 | $254-96.6% | $13,901-99.9% | $430-98.0% |