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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $31,573 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $637,908 | $94,699+573.6% | $185,441+244.0% | $65,306+876.8% |
| Participation rate | 99.4% | 64.2%+35.2pp | 80.3%+19.2pp | 57.7%+41.7pp |
| Annual return | 15.03% | 16.71%-1.7pp | 20.16%-5.1pp | 21.94%-6.9pp |
| Employer contribution / active EE | $29,054 | $2,381+1120.2% | $4,672+521.8% | $1,967+1376.8% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $6,152-100.0% | $2,959-100.0% |
| Admin fee / account holder | $119 | $4,797-97.5% | $17,890-99.3% | $3,480-96.6% |