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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $151,720 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $16,984 |
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 | $123,882 | $105,173+17.8% | $87,102+42.2% | $77,775+59.3% |
| Participation rate | 96.8% | 85.8%+11.0pp | 76.9%+19.9pp | 73.2%+23.6pp |
| Annual return | 26.69% | 24.52%+2.2pp | 28.19%-1.5pp | 32.58%-5.9pp |
| Employer contribution / active EE | $6,815 | $2,890+135.8% | $2,521+170.3% | $2,504+172.2% |
| Participant deferral / active EE | $7,459 | $5,048+47.8% | $4,048+84.3% | $3,966+88.1% |
| Admin fee / account holder | $95 | $105-9.2% | $7,493-98.7% | $100-5.1% |