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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$2,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,984 | $78,562+116.4% | $105,608+61.0% | $74,429+128.4% |
| Participation rate | 66.4% | 72.8%-6.4pp | 75.3%-8.9pp | 67.2%-0.8pp |
| Annual return | 21.21% | 15.94%+5.3pp | 116.50%-95.3pp | 1368.38%-1347.2pp |
| Employer contribution / active EE | $1,176 | $2,521-53.4% | $3,167-62.9% | $2,625-55.2% |
| Participant deferral / active EE | $4,239 | $4,321-1.9% | $5,010-15.4% | $4,348-2.5% |
| Admin fee / account holder | $23 | $2,217-99.0% | $11,028-99.8% | $1,944-98.8% |