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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,469 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 27 · EIN 81-0635433 | Advisory (Plan) | $13,871 |
GRF CPAS & ADVISORS1 year Service code 10 · EIN 52-1392008 | Accounting | $8,320 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,791 | $101,672-22.5% | $147,117-46.4% | $74,478+5.8% |
| Participation rate | 98.2% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 19.64% | 8757.83%-8738.2pp | 420.54%-400.9pp | 1370.56%-1350.9pp |
| Employer contribution / active EE | $2,418 | $3,813-36.6% | $4,932-51.0% | $2,626-7.9% |
| Participant deferral / active EE | $10,799 | $7,305+47.8% | $8,065+33.9% | $4,350+148.2% |
| Admin fee / account holder | $172 | $1,753-90.2% | $12,993-98.7% | $1,946-91.2% |