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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 | $95,904+565.2% | $173,730+267.2% | $64,340+891.5% |
| Participation rate | 99.4% | 60.6%+38.8pp | 79.6%+19.8pp | 55.2%+44.2pp |
| Annual return | 15.03% | 17.47%-2.4pp | 19.96%-4.9pp | 24.14%-9.1pp |
| Employer contribution / active EE | $29,054 | $2,323+1150.9% | $4,577+534.7% | $1,862+1460.7% |
| Participant deferral / active EE | $0 | $3,488-100.0% | $6,326-100.0% | $2,980-100.0% |
| Admin fee / account holder | $119 | $5,089-97.7% | $17,523-99.3% | $3,703-96.8% |