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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 | $106,110+430.4% | $147,005+282.9% | $77,671+624.6% |
| Participation rate | 70.3% | 78.4%-8.1pp | 82.2%-11.9pp | 70.6%-0.3pp |
| Annual return | 12.10% | 56.77%-44.7pp | 418.76%-406.7pp | 31.21%-19.1pp |
| Employer contribution / active EE | $26,651 | $4,065+555.7% | $4,934+440.1% | $2,726+877.5% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |