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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESMENTS INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $21,388 |
Service code 60 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,363 | $91,424+87.4% | $135,942+26.1% | $71,495+139.7% |
| Participation rate | 94.0% | 75.7%+18.3pp | 81.9%+12.1pp | 67.9%+26.0pp |
| Annual return | 17.84% | 29.90%-12.1pp | 68.28%-50.4pp | 28.85%-11.0pp |
| Employer contribution / active EE | $7,932 | $3,704+114.2% | $4,858+63.3% | $2,589+206.3% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,759-100.0% | $4,291-100.0% |
| Admin fee / account holder | $83 | $1,266-93.4% | $10,764-99.2% | $1,588-94.8% |