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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,250 |
Participant contribution per participant 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 | $251,754 | $60,393+316.9% | $81,820+207.7% | $74,429+238.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 17.26% | 16.89%+0.4pp | 777.93%-760.7pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $27,067 | $2,626+930.6% | $2,915+828.5% | $2,625+931.2% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,323-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $1,491-99.9% | $7,391-100.0% | $1,944-99.9% |