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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 | $78,562+4.2% | $105,608-22.5% | $74,429+10.0% |
| Participation rate | 96.4% | 72.8%+23.6pp | 75.3%+21.1pp | 67.2%+29.2pp |
| Annual return | 12.41% | 15.94%-3.5pp | 116.50%-104.1pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $3,466 | $2,521+37.5% | $3,167+9.5% | $2,625+32.1% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $70 | $2,217-96.9% | $11,028-99.4% | $1,944-96.4% |