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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $13,677 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 13 · EIN 04-2647786 | Contract Administrator | $2,467 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,079 | $61,338-55.9% | $149,717-81.9% | $71,495-62.1% |
| Participation rate | 88.6% | 62.5%+26.1pp | 78.8%+9.8pp | 67.9%+20.7pp |
| Annual return | 17.76% | 35.86%-18.1pp | 134.41%-116.6pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,555 | $2,381-34.7% | $4,820-67.7% | $2,589-40.0% |
| Participant deferral / active EE | $3,195 | $2,919+9.4% | $5,682-43.8% | $4,291-25.5% |
| Admin fee / account holder | $72 | $1,263-94.3% | $13,213-99.5% | $1,588-95.4% |