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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,230 | $73,149+6.9% | $120,580-35.1% | $77,762+0.6% |
| Participation rate | 68.4% | 55.2%+13.2pp | 72.0%-3.6pp | 70.6%-2.2pp |
| Annual return | 14.03% | 18.24%-4.2pp | 107.48%-93.5pp | 31.27%-17.2pp |
| Employer contribution / active EE | $2,011 | $1,793+12.1% | $3,469-42.0% | $2,728-26.3% |
| Participant deferral / active EE | $3,692 | $3,006+22.8% | $4,995-26.1% | $4,651-20.6% |
| Admin fee / account holder | $18 | $660-97.2% | $9,418-99.8% | $433-95.8% |