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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 | $122,128-16.4% | $147,117-30.6% | $200,096-48.9% |
| Participation rate | 80.3% | 78.2%+2.1pp | 82.2%-1.9pp | 72.0%+8.3pp |
| Annual return | 21.14% | 30.58%-9.4pp | 420.54%-399.4pp | 34.26%-13.1pp |
| Employer contribution / active EE | $4,075 | $4,093-0.4% | $4,932-17.4% | $3,038+34.1% |
| Participant deferral / active EE | $9,254 | $8,484+9.1% | $8,065+14.7% | $5,090+81.8% |
| Admin fee / account holder | $110 | $180-38.8% | $12,993-99.2% | $269-59.2% |