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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $119,484 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,003 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,817 | $106,264-13.6% | $147,117-37.6% | $77,762+18.1% |
| Participation rate | 89.1% | 78.4%+10.7pp | 82.2%+7.0pp | 70.6%+18.6pp |
| Annual return | 14.09% | 56.94%-42.8pp | 420.54%-406.4pp | 31.27%-17.2pp |
| Employer contribution / active EE | $2,190 | $4,074-46.2% | $4,932-55.6% | $2,728-19.7% |
| Participant deferral / active EE | $7,273 | $8,003-9.1% | $8,065-9.8% | $4,651+56.4% |
| Admin fee / account holder | $128 | $334-61.8% | $12,993-99.0% | $433-70.5% |