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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $27,959 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $18,590 |
Employer contribution per participant 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 | $82,324 | $102,429-19.6% | $147,096-44.0% | $80,925+1.7% |
| Participation rate | 91.3% | 75.9%+15.4pp | 82.2%+9.1pp | 67.7%+23.6pp |
| Annual return | 14.87% | 135.02%-120.2pp | 419.75%-404.9pp | 35.65%-20.8pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $15,940 | $6,649+139.8% | $8,071+97.5% | $4,299+270.8% |
| Admin fee / account holder | $293 | $7,957-96.3% | $13,005-97.7% | $6,940-95.8% |