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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $142,023 |
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $77,144 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $25,575 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,314 | $130,052-1.3% | $86,717+48.0% | $77,906+64.7% |
| Participation rate | 93.3% | 85.9%+7.4pp | 76.6%+16.7pp | 73.7%+19.6pp |
| Annual return | -18.34% | -12.73%-5.6pp | 35.97%-54.3pp | 12.16%-30.5pp |
| Employer contribution / active EE | $7,665 | $3,214+138.5% | $2,837+170.2% | $2,846+169.3% |
| Participant deferral / active EE | $8,572 | $5,741+49.3% | $4,657+84.1% | $4,805+78.4% |
| Admin fee / account holder | $148 | $132+11.9% | $7,494-98.0% | $133+11.3% |