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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,550 |
FIDUCIENT ADVISORS LLC5 years Service code 16 · EIN 36-4001764 | Consulting | $35,378 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 16 · EIN 31-1582098 | Consulting | $10,700 |
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 | $329,917 | $110,483+198.6% | $145,433+126.9% | $79,634+314.3% |
| Participation rate | 95.3% | 71.1%+24.2pp | 82.1%+13.2pp | 62.5%+32.8pp |
| Annual return | 25.66% | 24.62%+1.0pp | 66.58%-40.9pp | 36.46%-10.8pp |
| Employer contribution / active EE | $1,896 | $4,053-53.2% | $4,554-58.4% | $2,529-25.0% |
| Participant deferral / active EE | $12,454 | $7,216+72.6% | $7,897+57.7% | $3,835+224.8% |
| Admin fee / account holder | $256 | $680-62.4% | $13,129-98.1% | $1,002-74.5% |