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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $9,080 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$659 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,529 | $102,422+129.0% | $147,117+59.4% | $80,959+189.7% |
| Participation rate | 89.4% | 75.9%+13.5pp | 82.2%+7.2pp | 67.7%+21.7pp |
| Annual return | 20.61% | 135.16%-114.6pp | 420.54%-399.9pp | 35.67%-15.1pp |
| Employer contribution / active EE | $5,020 | $3,717+35.1% | $4,932+1.8% | $2,757+82.1% |
| Participant deferral / active EE | $16,506 | $6,652+148.1% | $8,065+104.7% | $4,300+283.8% |
| Admin fee / account holder | $111 | $7,953-98.6% | $12,993-99.1% | $6,925-98.4% |