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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 27 · EIN 20-2159373 | Advisory (Plan) | $37,088 |
NORTHERN TRUST COMPANY5 years Service code 25 · EIN 36-1561860 | Directed Trustee | $17,633 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 2.45% | 6.42%-4.0pp | 8.92%-6.5pp | 9.30%-6.9pp |
| Employer contribution / active EE | $3,928 | $10,547-62.8% | $24,457-83.9% | $12,551-68.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $14-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |