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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,067 | $86,922-11.3% | $102,438-24.8% | $80,874-4.7% |
| Participation rate | 73.9% | 72.4%+1.5pp | 76.5%-2.6pp | 67.6%+6.3pp |
| Annual return | 10.46% | 18.90%-8.4pp | 29.37%-18.9pp | 35.62%-25.2pp |
| Employer contribution / active EE | $2,484 | $2,369+4.9% | $3,024-17.8% | $2,756-9.8% |
| Participant deferral / active EE | $3,649 | $4,119-11.4% | $5,054-27.8% | $4,297-15.1% |
| Admin fee / account holder | $1 | $8,050-100.0% | $9,448-100.0% | $6,935-100.0% |