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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 | $86,938-11.4% | $102,423-24.8% | $80,925-4.8% |
| Participation rate | 73.9% | 72.4%+1.5pp | 76.5%-2.6pp | 67.7%+6.3pp |
| Annual return | 10.46% | 18.89%-8.4pp | 29.42%-19.0pp | 35.65%-25.2pp |
| Employer contribution / active EE | $2,484 | $2,369+4.9% | $3,023-17.8% | $2,756-9.9% |
| Participant deferral / active EE | $3,649 | $4,120-11.4% | $5,054-27.8% | $4,299-15.1% |
| Admin fee / account holder | $1 | $8,053-100.0% | $9,455-100.0% | $6,940-100.0% |