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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTEMENTS Service code 37 · EIN 04-2647786 INSTITUTIONAL OPERATIONS COMPANY · BOSTON, MA 021093605 | Loan Processing | $3,876 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,583 | $57,976-73.1% | $63,018-75.3% | $62,293-75.0% |
| Participation rate | 49.2% | 75.9%-26.8pp | 74.8%-25.6pp | 69.5%-20.3pp |
| Annual return | 15.43% | 17.54%-2.1pp | 87.62%-72.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $560 | $2,415-76.8% | $2,761-79.7% | $2,042-72.6% |
| Participant deferral / active EE | $1,186 | $2,956-59.9% | $3,330-64.4% | $3,169-62.6% |
| Admin fee / account holder | $19 | $276-93.0% | $3,601-99.5% | $479-96.0% |