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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,991 | $89,436+1.7% | $164,813-44.8% | $77,643+17.2% |
| Participation rate | 39.0% | 78.6%-39.7pp | 78.6%-39.7pp | 70.6%-31.6pp |
| Annual return | 13.57% | 28.83%-15.3pp | 69.93%-56.4pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,225 | $2,569-52.3% | $4,341-71.8% | $2,726-55.1% |
| Participant deferral / active EE | $1,802 | $4,897-63.2% | $6,031-70.1% | $4,647-61.2% |
| Admin fee / account holder | $175 | $339-48.4% | $12,690-98.6% | $430-59.3% |