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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP COMP Service code 37 · EIN 04-2647786 | Loan Processing | $95,699 |
Filed as: FIDELITY INV INST OPERS CO INC Service code 60 | Sub-TA Fees | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,562 | $118,337+34.8% | $189,534-15.8% | $93,010+71.6% |
| Participation rate | 72.0% | 89.1%-17.1pp | 87.8%-15.8pp | 73.9%-1.9pp |
| Annual return | 15.94% | 21.77%-5.8pp | 555.39%-539.5pp | 158.70%-142.8pp |
| Employer contribution / active EE | $4,608 | $4,204+9.6% | $6,162-25.2% | $2,705+70.3% |
| Participant deferral / active EE | $8,396 | $7,123+17.9% | $8,220+2.1% | $4,561+84.1% |
| Admin fee / account holder | $21 | $100-78.7% | $12,049-99.8% | $152-86.0% |