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| Provider | Service type | Compensation |
|---|---|---|
BCGM WEALTH MANAGEMENT LLC5 years Service code 27 · EIN 84-3549316 | Advisory (Plan) | $58,701 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$7,264 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,157 | $73,149+13.7% | $120,580-31.0% | $77,762+6.9% |
| Participation rate | 78.9% | 55.2%+23.8pp | 72.0%+7.0pp | 70.6%+8.4pp |
| Annual return | 13.95% | 18.24%-4.3pp | 107.48%-93.5pp | 31.27%-17.3pp |
| Employer contribution / active EE | $2,351 | $1,793+31.1% | $3,469-32.2% | $2,728-13.8% |
| Participant deferral / active EE | $4,585 | $3,006+52.6% | $4,995-8.2% | $4,651-1.4% |
| Admin fee / account holder | $66 | $660-90.1% | $9,418-99.3% | $433-84.9% |