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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $21,956 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,138 | $92,186+16.2% | $105,624+1.4% | $77,762+37.8% |
| Participation rate | 93.4% | 81.0%+12.4pp | 75.3%+18.2pp | 70.6%+22.8pp |
| Annual return | 15.19% | 17.83%-2.6pp | 116.20%-101.0pp | 31.27%-16.1pp |
| Employer contribution / active EE | $2,707 | $3,376-19.8% | $3,168-14.5% | $2,728-0.8% |
| Participant deferral / active EE | $6,220 | $5,395+15.3% | $5,013+24.1% | $4,651+33.7% |
| Admin fee / account holder | $50 | $219-77.3% | $10,961-99.5% | $433-88.5% |