Filed October 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 39-1897480 | Advisory (Plan) | $46,954 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $40,169 |
AAFCPAS, INC.1 year Filed as: AAFCPAS Service code 10 · EIN 04-2579100 | Accounting | $8,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,411 | $64,705+149.5% | $62,929+156.5% | $67,986+137.4% |
| Participation rate | 61.3% | 65.6%-4.3pp | 73.1%-11.8pp | 57.2%+4.1pp |
| Annual return | 15.37% | 20.31%-4.9pp | 1063.93%-1048.6pp | 31.67%-16.3pp |
| Employer contribution / active EE | $5,582 | $2,376+134.9% | $2,505+122.9% | $2,019+176.5% |
| Participant deferral / active EE | $3,822 | $3,198+19.5% | $3,888-1.7% | $3,358+13.8% |
| Admin fee / account holder | $294 | $1,428-79.4% | $5,065-94.2% | $3,203-90.8% |