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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24,698 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $24,170 |
Employer contribution per participant 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 | $51,908 | $79,209-34.5% | $102,434-49.3% | $74,459-30.3% |
| Participation rate | 71.8% | 74.8%-3.0pp | 76.5%-4.7pp | 67.2%+4.6pp |
| Annual return | 17.83% | 54.98%-37.2pp | 29.46%-11.6pp | 1369.70%-1351.9pp |
| Employer contribution / active EE | $501 | $2,362-78.8% | $3,023-83.4% | $2,626-80.9% |
| Participant deferral / active EE | $2,625 | $4,417-40.6% | $5,055-48.1% | $4,350-39.6% |
| Admin fee / account holder | $236 | $2,002-88.2% | $9,462-97.5% | $1,945-87.9% |