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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $12,677 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 13 · EIN 04-2647786 | Contract Administrator | $3,348 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,209 | $65,092-62.8% | $143,799-83.2% | $66,938-63.8% |
| Participation rate | 88.8% | 65.2%+23.6pp | 80.3%+8.5pp | 69.8%+19.0pp |
| Annual return | -17.59% | -11.14%-6.5pp | -0.04%-17.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,442 | $2,362-38.9% | $4,952-70.9% | $2,545-43.3% |
| Participant deferral / active EE | $3,390 | $2,920+16.1% | $5,638-39.9% | $4,238-20.0% |
| Admin fee / account holder | $69 | $502-86.2% | $14,677-99.5% | $594-88.3% |