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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$412 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,224 | $106,749+110.0% | $145,433+54.2% | $82,448+172.0% |
| Participation rate | 87.8% | 75.6%+12.2pp | 82.1%+5.7pp | 68.1%+19.7pp |
| Annual return | 16.38% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $4,681 | $3,444+35.9% | $4,554+2.8% | $2,551+83.5% |
| Participant deferral / active EE | $13,541 | $6,519+107.7% | $7,897+71.5% | $4,139+227.1% |
| Admin fee / account holder | $65 | $8,390-99.2% | $13,129-99.5% | $7,234-99.1% |