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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $22,191 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,656 | $59,467+42.4% | $93,727-9.7% | $74,478+13.7% |
| Participation rate | 91.6% | 59.6%+32.0pp | 68.7%+22.9pp | 67.2%+24.4pp |
| Annual return | 15.50% | 82.14%-66.6pp | 133.83%-118.3pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $2,164 | $1,267+70.9% | $2,421-10.6% | $2,626-17.6% |
| Participant deferral / active EE | $3,975 | $3,052+30.2% | $4,417-10.0% | $4,350-8.6% |
| Admin fee / account holder | $182 | $3,028-94.0% | $8,292-97.8% | $1,946-90.6% |