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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 | $106,247-13.6% | $147,096-37.6% | $77,714+18.1% |
| Participation rate | 89.1% | 78.4%+10.8pp | 82.2%+7.0pp | 70.6%+18.6pp |
| Annual return | 14.09% | 56.87%-42.8pp | 419.75%-405.7pp | 31.26%-17.2pp |
| Employer contribution / active EE | $2,190 | $4,069-46.2% | $4,936-55.6% | $2,727-19.7% |
| Participant deferral / active EE | $7,273 | $7,996-9.0% | $8,071-9.9% | $4,649+56.4% |
| Admin fee / account holder | $128 | $338-62.3% | $13,005-99.0% | $433-70.5% |