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| Provider | Service type | Compensation |
|---|---|---|
OLD PORT ADVISORS2 years Service code 17 · EIN 01-0488404 | Pension Consulting | $6,250 |
Filed as: FIDELITY INVEST INST OPER CO, INC. Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 OPERATIONS COMPANY INC · SMITHFIELD, RI 02917 | Loan Processing | -$2,910 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,910 | $61,172+56.8% | $185,851-48.4% | $79,389+20.8% |
| Participation rate | 97.1% | 66.6%+30.5pp | 81.7%+15.4pp | 70.7%+26.4pp |
| Annual return | 29.01% | 19.45%+9.6pp | 122.11%-93.1pp | 116.89%-87.9pp |
| Employer contribution / active EE | $1,265 | $2,321-45.5% | $5,168-75.5% | $2,428-47.9% |
| Participant deferral / active EE | $4,639 | $2,788+66.4% | $5,569-16.7% | $4,046+14.7% |
| Admin fee / account holder | $9 | $710-98.7% | $16,245-99.9% | $626-98.5% |