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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $112,791 | $65,241+72.9% | $126,539-10.9% | $85,563+31.8% |
| Participation rate | 52.4% | 48.6%+3.8pp | 69.8%-17.4pp | 66.0%-13.5pp |
| Annual return | 3.76% | 42.19%-38.4pp | 425.95%-422.2pp | 31.51%-27.8pp |
| Employer contribution / active EE | $5,265 | $1,937+171.8% | $3,674+43.3% | $2,654+98.4% |
| Participant deferral / active EE | $3,403 | $3,032+12.2% | $4,083-16.7% | $4,375-22.2% |
| Admin fee / account holder | $13 | $1,031-98.7% | $6,065-99.8% | $834-98.4% |