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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,890 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,938 | $67,984-73.6% | $65,493-72.6% | $74,304-75.9% |
| Participation rate | 70.7% | 66.3%+4.3pp | 73.1%-2.4pp | 60.3%+10.3pp |
| Annual return | 25.83% | 19.87%+6.0pp | 982.45%-956.6pp | 29.43%-3.6pp |
| Employer contribution / active EE | $142 | $2,491-94.3% | $2,574-94.5% | $2,241-93.7% |
| Participant deferral / active EE | $2,902 | $3,346-13.3% | $3,961-26.7% | $3,767-23.0% |
| Admin fee / account holder | $28 | $1,373-98.0% | $5,028-99.4% | $2,969-99.1% |