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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,106 | $88,203+66.8% | $165,100-10.9% | $74,478+97.5% |
| Participation rate | 69.1% | 73.1%-4.0pp | 78.6%-9.5pp | 67.2%+1.9pp |
| Annual return | 15.70% | 17.13%-1.4pp | 70.21%-54.5pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $2,085 | $2,601-19.8% | $4,348-52.0% | $2,626-20.6% |
| Participant deferral / active EE | $4,883 | $4,505+8.4% | $6,035-19.1% | $4,350+12.3% |
| Admin fee / account holder | $158 | $2,235-92.9% | $12,696-98.8% | $1,946-91.9% |