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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $109,400 |
Service code 16 · EIN 36-4291971 | Consulting | $59,996 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,157 | $122,259-16.4% | $147,005-30.5% | $199,768-48.9% |
| Participation rate | 80.3% | 78.3%+2.0pp | 82.2%-1.9pp | 72.0%+8.3pp |
| Annual return | 21.14% | 30.58%-9.4pp | 418.76%-397.6pp | 34.26%-13.1pp |
| Employer contribution / active EE | $4,075 | $4,097-0.5% | $4,934-17.4% | $3,037+34.2% |
| Participant deferral / active EE | $9,254 | $8,504+8.8% | $8,070+14.7% | $5,090+81.8% |
| Admin fee / account holder | $110 | $179-38.6% | $13,006-99.2% | $269-59.1% |