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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $425 |
Participant 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 | $110,648 | $83,023+33.3% | $102,437+8.0% | $77,762+42.3% |
| Participation rate | 97.9% | 71.5%+26.4pp | 74.5%+23.4pp | 70.6%+27.3pp |
| Annual return | 16.22% | 19.12%-2.9pp | 24.95%-8.7pp | 31.27%-15.1pp |
| Employer contribution / active EE | $11,873 | $3,552+234.2% | $3,871+206.7% | $2,728+335.2% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $5 | $639-99.3% | $8,388-99.9% | $433-98.9% |