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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 51 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Investment Mgmt Fees | $10,505 |
Filed as: FIDELITY INVSTMNTS INST'L OPS. CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,685 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,495 | $67,166+40.7% | $57,357+64.7% | $55,191+71.2% |
| Participation rate | 83.7% | 77.7%+6.0pp | 75.1%+8.6pp | 69.2%+14.5pp |
| Annual return | 2.17% | 4.22%-2.1pp | 24.41%-22.2pp | 10.78%-8.6pp |
| Employer contribution / active EE | $4,326 | $2,812+53.8% | $2,689+60.9% | $1,899+127.9% |
| Participant deferral / active EE | $4,895 | $2,835+72.7% | $3,162+54.8% | $3,046+60.7% |
| Admin fee / account holder | $9 | $44-78.5% | $3,357-99.7% | $91-89.7% |