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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $248,914 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,588 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,532 | $96,188-68.3% | $76,030-59.8% | $99,313-69.3% |
| Participation rate | 92.2% | 72.7%+19.5pp | 69.1%+23.2pp | 71.7%+20.5pp |
| Annual return | 19.26% | 16.48%+2.8pp | 361.54%-342.3pp | 17.67%+1.6pp |
| Employer contribution / active EE | $3,479 | $3,167+9.8% | $2,688+29.4% | $3,264+6.6% |
| Participant deferral / active EE | $3,679 | $4,842-24.0% | $4,257-13.6% | $5,346-31.2% |
| Admin fee / account holder | $50 | $87-43.2% | $6,421-99.2% | $109-54.6% |