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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1+ years Service code 16 · EIN 42-0714325 | Consulting | $5,776 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,290 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,690 | $52,467-33.9% | $57,196-39.3% | $55,167-37.1% |
| Participation rate | 95.8% | 75.8%+20.0pp | 75.3%+20.5pp | 69.0%+26.8pp |
| Annual return | 7.76% | 7.72%0pp | 14.59%-6.8pp | 169.23%-161.5pp |
| Employer contribution / active EE | $5,099 | $2,477+105.8% | $2,683+90.1% | $1,963+159.8% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $43 | $269-84.1% | $3,141-98.6% | $504-91.5% |