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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $22,885 |
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $10,916 |
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 | $112,234 | $78,852+42.3% | $76,768+46.2% | $75,289+49.1% |
| Participation rate | 94.1% | 85.0%+9.1pp | 77.0%+17.1pp | 72.4%+21.6pp |
| Annual return | -4.31% | -1.29%-3.0pp | 2.43%-6.7pp | -0.04%-4.3pp |
| Employer contribution / active EE | $6,783 | $2,794+142.7% | $2,485+172.9% | $2,405+182.1% |
| Participant deferral / active EE | $7,032 | $4,800+46.5% | $3,852+82.6% | $3,739+88.1% |
| Admin fee / account holder | $25 | $79-68.0% | $6,676-99.6% | $102-75.3% |