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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2033129 | Indirect Investment Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY MANAGEMENT & RESEARCH CO. Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.9 years Filed as: VANGUARD GROUP, INC Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.11+ 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 | $222,009 | $148,978+49.0% | $200,582+10.7% | $84,808+161.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 3.83% | 28.16%-24.3pp | 42.33%-38.5pp | 40.90%-37.1pp |
| Employer contribution / active EE | $15,276 | $4,815+217.2% | $6,419+138.0% | $2,631+480.6% |
| Participant deferral / active EE | $4,064 | $7,142-43.1% | $9,331-56.5% | $4,212-3.5% |
| Admin fee / account holder | $22,128 | $13,977+58.3% | $16,305+35.7% | $7,344+201.3% |