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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $17,405 |
Filed as: FIDELITY INVEST. INST. OPERATIONS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $6,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $16,106 | $47,163-65.8% | $149,696-89.2% | $74,460-78.4% |
| Participation rate | 58.6% | 63.4%-4.8pp | 78.8%-20.2pp | 70.7%-12.1pp |
| Annual return | 18.16% | 22.75%-4.6pp | 134.46%-116.3pp | 34.38%-16.2pp |
| Employer contribution / active EE | $1,682 | $1,907-11.8% | $4,821-65.1% | $2,638-36.3% |
| Participant deferral / active EE | $1,089 | $2,730-60.1% | $5,682-80.8% | $4,530-76.0% |
| Admin fee / account holder | $53 | $343-84.7% | $13,212-99.6% | $348-84.9% |