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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,870 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,788 | $78,607-34.1% | $105,624-51.0% | $74,478-30.5% |
| Participation rate | 83.4% | 72.8%+10.6pp | 75.3%+8.2pp | 67.2%+16.2pp |
| Annual return | 14.71% | 15.96%-1.3pp | 116.20%-101.5pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $1,692 | $2,523-32.9% | $3,168-46.6% | $2,626-35.6% |
| Participant deferral / active EE | $4,270 | $4,325-1.3% | $5,013-14.8% | $4,350-1.8% |
| Admin fee / account holder | $36 | $2,220-98.4% | $10,961-99.7% | $1,946-98.1% |