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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 | $72,994+7.2% | $120,380-35.0% | $77,692+0.7% |
| Participation rate | 68.4% | 55.2%+13.2pp | 71.9%-3.5pp | 70.6%-2.2pp |
| Annual return | 14.03% | 18.23%-4.2pp | 107.28%-93.3pp | 31.25%-17.2pp |
| Employer contribution / active EE | $2,011 | $1,793+12.2% | $3,465-42.0% | $2,726-26.2% |
| Participant deferral / active EE | $3,692 | $3,011+22.6% | $4,992-26.0% | $4,648-20.6% |
| Admin fee / account holder | $18 | $658-97.2% | $9,421-99.8% | $431-95.8% |