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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,626 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,621 | $78,562-15.2% | $105,608-36.9% | $74,429-10.5% |
| Participation rate | 88.3% | 72.8%+15.5pp | 75.3%+13.1pp | 67.2%+21.1pp |
| Annual return | 11.78% | 15.94%-4.2pp | 116.50%-104.7pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $1,946 | $2,521-22.8% | $3,167-38.5% | $2,625-25.9% |
| Participant deferral / active EE | $3,052 | $4,321-29.4% | $5,010-39.1% | $4,348-29.8% |
| Admin fee / account holder | $20 | $2,217-99.1% | $11,028-99.8% | $1,944-99.0% |