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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $71,444 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,483 | $129,095-4.3% | $184,200-33.0% | $77,671+59.0% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.8%+4.9pp | 70.6%+21.2pp |
| Annual return | 18.33% | 33.29%-15.0pp | 28.80%-10.5pp | 31.21%-12.9pp |
| Employer contribution / active EE | $4,160 | $4,410-5.7% | $6,424-35.2% | $2,726+52.6% |
| Participant deferral / active EE | $12,262 | $7,300+68.0% | $9,132+34.3% | $4,648+163.8% |
| Admin fee / account holder | $84 | $256-67.1% | $13,907-99.4% | $430-80.5% |