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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 | $106,749+118.4% | $145,433+60.3% | $82,448+182.8% |
| Participation rate | 63.2% | 75.6%-12.5pp | 82.1%-19.0pp | 68.1%-4.9pp |
| Annual return | 13.53% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,233 | $6,519+87.7% | $7,897+54.9% | $4,139+195.5% |
| Admin fee / account holder | $27 | $8,390-99.7% | $13,129-99.8% | $7,234-99.6% |