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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$6,881 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,334 | $90,064+50.3% | $100,415+34.8% | $77,762+74.0% |
| Participation rate | 98.8% | 81.3%+17.5pp | 81.5%+17.3pp | 70.6%+28.2pp |
| Annual return | 16.97% | 20.61%-3.6pp | 49.47%-32.5pp | 31.27%-14.3pp |
| Employer contribution / active EE | $5,706 | $3,043+87.5% | $3,943+44.7% | $2,728+109.2% |
| Participant deferral / active EE | $14,992 | $8,282+81.0% | $8,091+85.3% | $4,651+222.3% |
| Admin fee / account holder | -$15 | $172-108.6% | $7,906-100.2% | $433-103.4% |