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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $100,395 |
Filed as: IRON GATE GLOBAL ADVISORS LLC Service code 27 · EIN 47-2717610 | Advisory (Plan) | $79,072 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,692 | $45,022-18.5% | $85,240-57.0% | $200,096-81.7% |
| Participation rate | 50.5% | 45.8%+4.7pp | 67.5%-17.0pp | 72.0%-21.5pp |
| Annual return | 17.54% | 21.00%-3.5pp | 66.75%-49.2pp | 34.26%-16.7pp |
| Employer contribution / active EE | $920 | $1,374-33.1% | $2,735-66.4% | $3,038-69.7% |
| Participant deferral / active EE | $2,928 | $2,682+9.2% | $4,527-35.3% | $5,090-42.5% |
| Admin fee / account holder | $97 | $585-83.4% | $6,165-98.4% | $269-63.9% |