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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $12,384 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 13 · EIN 04-2647786 | Contract Administrator | $2,328 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,178 | $55,437-45.6% | $155,534-80.6% | $74,459-59.5% |
| Participation rate | 85.9% | 61.9%+24.0pp | 78.2%+7.7pp | 67.2%+18.7pp |
| Annual return | 13.98% | 269.58%-255.6pp | 64.92%-50.9pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $1,052 | $2,266-53.6% | $4,675-77.5% | $2,626-59.9% |
| Participant deferral / active EE | $3,310 | $2,837+16.7% | $5,630-41.2% | $4,350-23.9% |
| Admin fee / account holder | $66 | $1,742-96.2% | $15,900-99.6% | $1,945-96.6% |