| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT Service code 13 · EIN 04-6568107 | Contract Administrator | $85,891 |
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 | $214,401 | $54,281+295.0% | $60,547+254.1% | $59,188+262.2% |
| Participation rate | 93.0% | 66.8%+26.2pp | 68.0%+25.1pp | 69.4%+23.6pp |
| Annual return | 0.90% | 1.74%-0.8pp | 335.64%-334.7pp | 5.51%-4.6pp |
| Employer contribution / active EE | $3,168 | $2,031+56.0% | $2,419+31.0% | $2,098+51.0% |
| Participant deferral / active EE | $10,077 | $2,789+261.4% | $3,328+202.8% | $3,265+208.7% |
| Admin fee / account holder | $71 | $64+9.4% | $4,536-98.4% | $92-23.5% |