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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 | $129,227-4.4% | $184,256-33.0% | $77,762+58.8% |
| Participation rate | 91.7% | 87.4%+4.4pp | 86.8%+4.9pp | 70.6%+21.1pp |
| Annual return | 18.33% | 33.24%-14.9pp | 28.85%-10.5pp | 31.27%-12.9pp |
| Employer contribution / active EE | $4,160 | $4,412-5.7% | $6,427-35.3% | $2,728+52.5% |
| Participant deferral / active EE | $12,262 | $7,307+67.8% | $9,133+34.3% | $4,651+163.6% |
| Admin fee / account holder | $84 | $256-67.1% | $13,899-99.4% | $433-80.6% |