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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,277 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,137 | $99,875+133.4% | $146,866+58.7% | $86,983+168.0% |
| Participation rate | 63.2% | 75.8%-12.6pp | 82.5%-19.4pp | 69.5%-6.4pp |
| Annual return | 13.53% | 28.10%-14.6pp | 102.85%-89.3pp | 25.83%-12.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,233 | $6,322+93.5% | $7,759+57.7% | $4,194+191.7% |
| Admin fee / account holder | $27 | $7,838-99.7% | $13,620-99.8% | $7,856-99.7% |