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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTIT'L OPER CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,215 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,919 | $79,438+29.6% | $106,555-3.4% | $79,391+29.6% |
| Participation rate | 84.2% | 74.2%+10.0pp | 76.1%+8.0pp | 70.7%+13.5pp |
| Annual return | 12.59% | 18.27%-5.7pp | 26.80%-14.2pp | 116.88%-104.3pp |
| Employer contribution / active EE | $2,783 | $2,235+24.6% | $2,819-1.3% | $2,428+14.6% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,399-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,408-100.0% | $627-100.0% |