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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 | $7,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,339 | $72,639+14.7% | $90,766-8.2% | $66,949+24.5% |
| Participation rate | 64.2% | 73.7%-9.5pp | 75.7%-11.5pp | 69.8%-5.6pp |
| Annual return | -12.24% | -12.28%0pp | -12.16%-0.1pp | 1.57%-13.8pp |
| Employer contribution / active EE | $2,643 | $2,369+11.6% | $2,922-9.5% | $2,545+3.8% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $43 | $708-93.9% | $8,446-99.5% | $594-92.8% |