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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 | $59,456+42.4% | $93,669-9.6% | $74,429+13.7% |
| Participation rate | 91.6% | 59.6%+32.0pp | 68.7%+22.9pp | 67.2%+24.4pp |
| Annual return | 15.50% | 82.00%-66.5pp | 133.59%-118.1pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $2,164 | $1,266+71.0% | $2,424-10.7% | $2,625-17.5% |
| Participant deferral / active EE | $3,975 | $3,052+30.2% | $4,416-10.0% | $4,348-8.6% |
| Admin fee / account holder | $182 | $3,026-94.0% | $8,291-97.8% | $1,944-90.6% |