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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $25,896 |
Filed as: FIDELTY INVESTMENTS INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $12,543 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 27 · EIN 86-1065772 | Advisory (Plan) | $5,041 |
Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,600 | $56,503+1.9% | $70,092-17.8% | $64,808-11.1% |
| Participation rate | 92.8% | 70.5%+22.3pp | 70.5%+22.3pp | 71.5%+21.3pp |
| Annual return | -18.72% | -13.44%-5.3pp | 190.73%-209.5pp | 32.82%-51.5pp |
| Employer contribution / active EE | $2,569 | $2,046+25.6% | $2,559+0.4% | $2,506+2.5% |
| Participant deferral / active EE | $4,268 | $3,389+25.9% | $3,849+10.9% | $4,310-1.0% |
| Admin fee / account holder | $61 | $160-62.2% | $6,267-99.0% | $188-67.8% |