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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,089 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,988 | $58,311+284.1% | $81,882+173.5% | $80,959+176.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 22.66% | 41.85%-19.2pp | 779.47%-756.8pp | 35.67%-13.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $18,859 | $3,287+473.8% | $4,323+336.2% | $4,300+338.5% |
| Admin fee / account holder | $1 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |