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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $24,705 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,449 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,161 | $65,246+44.3% | $98,716-4.6% | $67,986+38.5% |
| Participation rate | 89.7% | 51.4%+38.2pp | 69.3%+20.4pp | 57.2%+32.5pp |
| Annual return | 14.85% | 20.58%-5.7pp | 31.81%-17.0pp | 31.67%-16.8pp |
| Employer contribution / active EE | $2,114 | $1,042+102.9% | $2,279-7.2% | $2,019+4.7% |
| Participant deferral / active EE | $3,966 | $2,594+52.9% | $4,048-2.0% | $3,358+18.1% |
| Admin fee / account holder | $192 | $4,561-95.8% | $8,703-97.8% | $3,203-94.0% |