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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,745 | $50,812+216.4% | $155,602+3.3% | $77,692+106.9% |
| Participation rate | 60.0% | 63.1%-3.2pp | 78.2%-18.2pp | 70.6%-10.6pp |
| Annual return | 14.03% | 34.85%-20.8pp | 64.81%-50.8pp | 31.25%-17.2pp |
| Employer contribution / active EE | $7,188 | $1,989+261.4% | $4,675+53.7% | $2,726+163.7% |
| Participant deferral / active EE | $6,722 | $2,822+138.2% | $5,629+19.4% | $4,648+44.6% |
| Admin fee / account holder | $32 | $436-92.6% | $15,923-99.8% | $431-92.5% |