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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2033129 | Indirect Investment Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY MANAGEMENT & RESEARCH CO. Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.8 years Filed as: VANGUARD GROUP, INC Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP, INC. Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,178 | $138,393+46.1% | $184,256+9.7% | $80,959+149.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 5.18% | 20.01%-14.8pp | 28.85%-23.7pp | 35.67%-30.5pp |
| Employer contribution / active EE | $13,785 | $4,847+184.4% | $6,427+114.5% | $2,757+400.0% |
| Participant deferral / active EE | $3,881 | $7,076-45.2% | $9,133-57.5% | $4,300-9.7% |
| Admin fee / account holder | $12,016 | $10,489+14.6% | $13,899-13.5% | $6,925+73.5% |