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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 | $88,117+66.9% | $164,928-10.8% | $74,400+97.7% |
| Participation rate | 69.1% | 73.1%-4.0pp | 78.6%-9.5pp | 67.2%+1.9pp |
| Annual return | 15.70% | 17.27%-1.6pp | 70.08%-54.4pp | 1367.51%-1351.8pp |
| Employer contribution / active EE | $2,085 | $2,596-19.7% | $4,343-52.0% | $2,624-20.6% |
| Participant deferral / active EE | $4,883 | $4,501+8.5% | $6,034-19.1% | $4,348+12.3% |
| Admin fee / account holder | $158 | $2,230-92.9% | $12,684-98.8% | $1,944-91.9% |