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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST.INSTIT.OPER.CO.INC. Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,745 | $59,191+198.6% | $76,767+130.2% | $56,289+214.0% |
| Participation rate | 93.1% | 75.2%+17.9pp | 77.0%+16.2pp | 69.9%+23.3pp |
| Annual return | -5.93% | 6.62%-12.5pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $8,464 | $1,759+381.2% | $2,485+240.6% | $2,111+300.9% |
| Participant deferral / active EE | $10,875 | $3,255+234.1% | $3,852+182.3% | $3,350+224.6% |
| Admin fee / account holder | -$7 | $489-101.3% | $6,675-100.1% | $521-101.3% |