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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $20,299 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,872 | $65,582-7.2% | $64,101-5.0% | $71,511-14.9% |
| Participation rate | 96.7% | 73.2%+23.5pp | 72.3%+24.4pp | 67.9%+28.7pp |
| Annual return | 10.70% | 18.96%-8.3pp | 33.72%-23.0pp | 28.86%-18.2pp |
| Employer contribution / active EE | $6,982 | $2,671+161.4% | $2,749+154.0% | $2,589+169.7% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,881-100.0% | $4,291-100.0% |
| Admin fee / account holder | $78 | $616-87.4% | $3,070-97.5% | $1,588-95.1% |