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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 95-2972229 | Accounting | $9,300 |
Filed as: FIDELITY INVESTMENTS INSTITUTIONA Service code 37 · EIN 04-2647786 | Loan Processing | $813 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,231 | $59,263+74.2% | $96,562+6.9% | $79,386+30.0% |
| Participation rate | 45.5% | 61.9%-16.4pp | 69.8%-24.4pp | 70.7%-25.3pp |
| Annual return | 9.48% | 27.07%-17.6pp | 37.78%-28.3pp | 116.85%-107.4pp |
| Employer contribution / active EE | $2,062 | $1,216+69.6% | $2,356-12.5% | $2,427-15.0% |
| Participant deferral / active EE | $3,754 | $2,948+27.3% | $3,849-2.5% | $4,046-7.2% |
| Admin fee / account holder | $109 | $658-83.4% | $6,181-98.2% | $626-82.6% |