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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INSTL OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $204,528 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,556 | $93,283+117.1% | $77,183+162.4% | $103,514+95.7% |
| Participation rate | 97.7% | 79.3%+18.4pp | 69.6%+28.1pp | 73.3%+24.4pp |
| Annual return | 16.93% | 17.40%-0.5pp | 37.89%-21.0pp | 33.12%-16.2pp |
| Employer contribution / active EE | $9,280 | $3,170+192.8% | $2,534+266.3% | $3,210+189.1% |
| Participant deferral / active EE | $9,688 | $4,624+109.5% | $3,833+152.8% | $5,209+86.0% |
| Admin fee / account holder | $21 | $78-73.2% | $5,475-99.6% | $114-81.6% |