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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $161,873 |
Service code 16 · EIN 53-0181291 | Consulting | $43,766 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULT INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $29,749 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $24,935 |
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 | $158,505 | $176,471-10.2% | $95,968+65.2% | $90,274+75.6% |
| Participation rate | 96.8% | 86.6%+10.2pp | 77.1%+19.7pp | 73.4%+23.4pp |
| Annual return | 23.82% | 20.15%+3.7pp | 91.65%-67.8pp | 53.97%-30.2pp |
| Employer contribution / active EE | $7,373 | $2,783+164.9% | $2,542+190.1% | $2,523+192.2% |
| Participant deferral / active EE | $8,359 | $5,325+57.0% | $4,167+100.6% | $4,231+97.6% |
| Admin fee / account holder | $150 | $154-2.5% | $6,798-97.8% | $114+31.8% |