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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST INSTIT'L OPER CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,996 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,883 | $78,607+4.2% | $105,624-22.5% | $74,478+9.9% |
| Participation rate | 96.4% | 72.8%+23.6pp | 75.3%+21.1pp | 67.2%+29.2pp |
| Annual return | 12.41% | 15.96%-3.6pp | 116.20%-103.8pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $3,466 | $2,523+37.4% | $3,168+9.4% | $2,626+32.0% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $70 | $2,220-96.9% | $10,961-99.4% | $1,946-96.4% |