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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVT. INST. OPS. CO. LLC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $562,833 | $106,247+429.7% | $147,096+282.6% | $77,714+624.2% |
| Participation rate | 70.3% | 78.4%-8.1pp | 82.2%-11.9pp | 70.6%-0.3pp |
| Annual return | 12.10% | 56.87%-44.8pp | 419.75%-407.6pp | 31.26%-19.2pp |
| Employer contribution / active EE | $26,651 | $4,069+554.9% | $4,936+439.9% | $2,727+877.4% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |