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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $44,195 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,138 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,090 | $2,687,218-99.1% | $165,071-86.0% | $199,960-88.5% |
| Participation rate | 63.2% | 78.3%-15.1pp | 78.6%-15.5pp | 72.0%-8.8pp |
| Annual return | 14.43% | 17.94%-3.5pp | 70.17%-55.7pp | 34.28%-19.9pp |
| Employer contribution / active EE | $1,309 | $2,958-55.7% | $4,347-69.9% | $3,036-56.9% |
| Participant deferral / active EE | $2,275 | $5,002-54.5% | $6,035-62.3% | $5,087-55.3% |
| Admin fee / account holder | $59 | $1,988-97.0% | $12,695-99.5% | $269-78.2% |