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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $26,601 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,750 |
Service code 60 | Sub-TA Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVT INST OPER COMPANY INC Service code 60 | Sub-TA Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,663 | $106,247+157.6% | $147,096+86.0% | $77,714+252.1% |
| Participation rate | 88.3% | 78.4%+9.9pp | 82.2%+6.1pp | 70.6%+17.7pp |
| Annual return | 15.70% | 56.87%-41.2pp | 419.75%-404.0pp | 31.26%-15.6pp |
| Employer contribution / active EE | $8,260 | $4,069+103.0% | $4,936+67.3% | $2,727+202.9% |
| Participant deferral / active EE | $16,217 | $7,996+102.8% | $8,071+100.9% | $4,649+248.8% |
| Admin fee / account holder | $119 | $338-64.8% | $13,005-99.1% | $433-72.5% |