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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INST. OPERATION Service code 15 · EIN 04-3532603 | Recordkeeping | $190,253 |
TIAA9 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $56,790 |
Filed as: ONE DIGITAL INVESTMENT ADVISOR Service code 16 · EIN 82-1434504 | Consulting | $38,000 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER Service code 29 · EIN 04-3499945 | Legal | $23,200 |
FID INV INST OPS CO9 years Service code 60 | Sub-TA Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,139 | $91,692+118.3% | $67,561+196.2% | $77,714+157.5% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.9%+7.1pp | 70.6%+9.4pp |
| Annual return | 14.02% | 14.88%-0.9pp | 3525.44%-3511.4pp | 31.26%-17.2pp |
| Employer contribution / active EE | $2,958 | $3,188-7.2% | $2,735+8.2% | $2,727+8.5% |
| Participant deferral / active EE | $7,593 | $3,912+94.1% | $4,003+89.7% | $4,649+63.3% |
| Admin fee / account holder | $171 | $245-30.2% | $4,006-95.7% | $433-60.6% |