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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-2882358 245 SUMMER ST. · BOSTON, MA 02210 | Contract Administrator | $10,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,463 | $88,360+56.7% | $145,433-4.8% | $67,986+103.7% |
| Participation rate | 98.0% | 65.5%+32.5pp | 82.1%+15.9pp | 57.2%+40.8pp |
| Annual return | 21.48% | 63.15%-41.7pp | 66.58%-45.1pp | 31.67%-10.2pp |
| Employer contribution / active EE | $15,385 | $3,054+403.8% | $4,554+237.8% | $2,019+662.1% |
| Participant deferral / active EE | $8,604 | $5,932+45.0% | $7,897+8.9% | $3,358+156.2% |
| Admin fee / account holder | $77 | $3,313-97.7% | $13,129-99.4% | $3,203-97.6% |