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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-2647786 | Contract Administrator | $64,700 |
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 | $178,245 | $127,481+39.8% | $149,751+19.0% | $90,274+97.4% |
| Participation rate | 95.7% | 78.2%+17.5pp | 82.5%+13.3pp | 73.4%+22.4pp |
| Annual return | 12.39% | 57.78%-45.4pp | 276.71%-264.3pp | 53.97%-41.6pp |
| Employer contribution / active EE | $10,398 | $3,448+201.6% | $4,646+123.8% | $2,523+312.1% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,843-100.0% | $4,231-100.0% |
| Admin fee / account holder | $16 | $152-89.4% | $9,312-99.8% | $114-85.9% |