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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 | $91,710+118.2% | $67,560+196.2% | $77,762+157.4% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.9%+7.1pp | 70.6%+9.4pp |
| Annual return | 14.02% | 14.88%-0.9pp | 3533.50%-3519.5pp | 31.27%-17.3pp |
| Employer contribution / active EE | $2,958 | $3,187-7.2% | $2,737+8.1% | $2,728+8.4% |
| Participant deferral / active EE | $7,593 | $3,911+94.2% | $4,004+89.6% | $4,651+63.3% |
| Admin fee / account holder | $171 | $245-30.3% | $3,994-95.7% | $433-60.6% |