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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $19,559 |
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 | $644,880 | $101,591+534.8% | $147,096+338.4% | $74,429+766.4% |
| Participation rate | 91.7% | 75.5%+16.2pp | 82.2%+9.6pp | 67.2%+24.5pp |
| Annual return | 15.46% | 8746.45%-8731.0pp | 419.75%-404.3pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $13,045 | $3,813+242.2% | $4,936+164.3% | $2,625+397.0% |
| Participant deferral / active EE | $12,096 | $7,302+65.6% | $8,071+49.9% | $4,348+178.2% |
| Admin fee / account holder | $178 | $1,750-89.8% | $13,005-98.6% | $1,944-90.9% |