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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 | $6,744 |
Annual investment return 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 | $86,961 | $71,534+21.6% | $98,462-11.7% | $71,529+21.6% |
| Participation rate | 77.6% | 72.7%+4.9pp | 75.2%+2.4pp | 67.9%+9.6pp |
| Annual return | 12.75% | 32.44%-19.7pp | 21.17%-8.4pp | 28.97%-16.2pp |
| Employer contribution / active EE | $3,316 | $2,399+38.2% | $3,049+8.8% | $2,590+28.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $32 | $1,677-98.1% | $8,875-99.6% | $1,588-98.0% |