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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $74,882 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 16 · EIN 06-1397347 | Consulting | $32,433 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,201 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK, LLP Service code 10 · EIN 33-4144829 | Accounting | $18,800 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,330 | $89,465+42.3% | $165,100-22.9% | $77,762+63.7% |
| Participation rate | 96.2% | 78.6%+17.5pp | 78.6%+17.6pp | 70.6%+25.6pp |
| Annual return | 20.41% | 28.86%-8.5pp | 70.21%-49.8pp | 31.27%-10.9pp |
| Employer contribution / active EE | $2,265 | $2,565-11.7% | $4,348-47.9% | $2,728-17.0% |
| Participant deferral / active EE | $8,238 | $4,904+68.0% | $6,035+36.5% | $4,651+77.1% |
| Admin fee / account holder | $145 | $340-57.2% | $12,696-98.9% | $433-66.4% |