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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,735 | $44,206-19.2% | $94,057-62.0% | $64,728-44.8% |
| Participation rate | 64.0% | 51.0%+13.1pp | 73.3%-9.3pp | 57.9%+6.1pp |
| Annual return | 13.41% | 259.42%-246.0pp | 480.62%-467.2pp | 49.38%-36.0pp |
| Employer contribution / active EE | $1,548 | $1,635-5.3% | $2,933-47.2% | $2,243-31.0% |
| Participant deferral / active EE | $0 | $1,902-100.0% | $4,709-100.0% | $2,729-100.0% |
| Admin fee / account holder | $67 | $1,230-94.6% | $7,244-99.1% | $1,145-94.2% |