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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 | $91,760+595.2% | $156,181+308.4% | $67,986+838.3% |
| Participation rate | 99.4% | 65.0%+34.4pp | 78.8%+20.6pp | 57.2%+42.2pp |
| Annual return | 15.03% | 18.14%-3.1pp | 64.87%-49.8pp | 31.67%-16.6pp |
| Employer contribution / active EE | $29,054 | $2,419+1100.9% | $4,294+576.6% | $2,019+1339.2% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $119 | $3,949-97.0% | $14,586-99.2% | $3,203-96.3% |