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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $17,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,016 | $66,486-56.4% | $81,370-64.3% | $77,762-62.7% |
| Participation rate | 92.9% | 68.7%+24.2pp | 69.5%+23.3pp | 70.6%+22.3pp |
| Annual return | 14.87% | 15.95%-1.1pp | 24.85%-10.0pp | 31.27%-16.4pp |
| Employer contribution / active EE | $1,700 | $2,158-21.2% | $2,464-31.0% | $2,728-37.7% |
| Participant deferral / active EE | $0 | $3,677-100.0% | $3,885-100.0% | $4,651-100.0% |
| Admin fee / account holder | $62 | $586-89.4% | $5,749-98.9% | $433-85.6% |