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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $38,420 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,341 |
Filed as: FIDELITY INVT INST OPER COMPANY INC Service code 60 | Sub-TA Fees | $0 |
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 | $244,517 | $89,652+172.7% | $141,191+73.2% | $65,185+275.1% |
| Participation rate | 93.2% | 74.7%+18.5pp | 82.5%+10.8pp | 70.2%+23.0pp |
| Annual return | 26.04% | 32.79%-6.8pp | 71.41%-45.4pp | 29.38%-3.3pp |
| Employer contribution / active EE | $8,374 | $3,065+173.2% | $4,736+76.8% | $2,177+284.7% |
| Participant deferral / active EE | $15,092 | $5,691+165.2% | $6,710+124.9% | $3,514+329.5% |
| Admin fee / account holder | $175 | $569-69.2% | $10,264-98.3% | $847-79.3% |