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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $95,377 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,414 | $82,422-17.0% | $67,652+1.1% | $67,505+1.3% |
| Participation rate | 76.4% | 84.2%-7.8pp | 75.7%+0.7pp | 71.2%+5.2pp |
| Annual return | -41.52% | 12.72%-54.2pp | 6625.40%-6666.9pp | 6.52%-48.0pp |
| Employer contribution / active EE | $1,495 | $2,879-48.1% | $2,266-34.0% | $2,173-31.2% |
| Participant deferral / active EE | $0 | $5,020-100.0% | $3,560-100.0% | $3,597-100.0% |
| Admin fee / account holder | $19 | $53-63.8% | $4,821-99.6% | $56-65.7% |