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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 42-2647786 | Loan Processing | $2,484 |
Service code 60 | Sub-TA Fees | $0 |
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 | $293,045 | $84,493+246.8% | $125,381+133.7% | $66,938+337.8% |
| Participation rate | 97.6% | 76.4%+21.2pp | 82.4%+15.2pp | 69.8%+27.8pp |
| Annual return | -9.73% | -8.49%-1.2pp | 572.31%-582.0pp | 1.58%-11.3pp |
| Employer contribution / active EE | $10,582 | $3,554+197.8% | $4,815+119.8% | $2,545+315.7% |
| Participant deferral / active EE | $11,673 | $6,783+72.1% | $7,448+56.7% | $4,238+175.4% |
| Admin fee / account holder | $9 | $685-98.6% | $10,007-99.9% | $594-98.4% |