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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $275 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,642 | $50,820-49.5% | $155,567-83.5% | $77,671-67.0% |
| Participation rate | 99.4% | 63.1%+36.3pp | 78.2%+21.2pp | 70.6%+28.8pp |
| Annual return | 10.49% | 34.85%-24.4pp | 64.74%-54.2pp | 31.21%-20.7pp |
| Employer contribution / active EE | $2,534 | $1,993+27.2% | $4,674-45.8% | $2,726-7.1% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $436-99.9% | $15,916-100.0% | $430-99.9% |