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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $78,183 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,070 | $90,064-28.9% | $100,392-36.2% | $77,736-17.6% |
| Participation rate | 94.5% | 81.3%+13.2pp | 81.5%+13.0pp | 70.6%+23.9pp |
| Annual return | 16.81% | 20.61%-3.8pp | 49.45%-32.6pp | 31.26%-14.4pp |
| Employer contribution / active EE | $2,846 | $3,043-6.5% | $3,941-27.8% | $2,728+4.4% |
| Participant deferral / active EE | $9,308 | $8,282+12.4% | $8,090+15.1% | $4,651+100.2% |
| Admin fee / account holder | $77 | $172-55.0% | $7,904-99.0% | $433-82.1% |