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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST OPS. CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $102,389-100.0% | $100,525-100.0% | $90,288-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 79.4%-79.4pp | 73.4%-73.4pp |
| Annual return | 0.00% | 22.50%-22.5pp | 30.89%-30.9pp | 53.97%-54.0pp |
| Employer contribution / active EE | $368 | $3,056-88.0% | $3,418-89.2% | $2,524-85.4% |
| Participant deferral / active EE | $566 | $7,514-92.5% | $6,270-91.0% | $4,232-86.6% |
| Admin fee / account holder | $0 | $83-100.0% | $8,082-100.0% | $114-100.0% |