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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-2647786 | Contract Administrator | $61,197 |
Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,069 | $101,523+59.6% | $141,200+14.8% | $77,775+108.4% |
| Participation rate | 99.4% | 77.4%+22.1pp | 82.5%+17.0pp | 73.2%+26.2pp |
| Annual return | 16.73% | 56.22%-39.5pp | 71.41%-54.7pp | 32.58%-15.8pp |
| Employer contribution / active EE | $10,722 | $3,341+220.9% | $4,736+126.4% | $2,504+328.2% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,710-100.0% | $3,966-100.0% |
| Admin fee / account holder | $15 | $92-83.4% | $10,265-99.9% | $100-84.8% |