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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $61,529 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $46,062 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,821 | $83,023-56.9% | $102,437-65.0% | $77,762-53.9% |
| Participation rate | 79.2% | 71.5%+7.7pp | 74.5%+4.7pp | 70.6%+8.6pp |
| Annual return | 12.84% | 19.12%-6.3pp | 24.95%-12.1pp | 31.27%-18.4pp |
| Employer contribution / active EE | $2,070 | $3,552-41.7% | $3,871-46.5% | $2,728-24.1% |
| Participant deferral / active EE | $3,166 | $4,110-23.0% | $5,060-37.4% | $4,651-31.9% |
| Admin fee / account holder | $110 | $639-82.8% | $8,388-98.7% | $433-74.6% |