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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 | $82,972-56.8% | $103,374-65.3% | $77,671-53.9% |
| Participation rate | 79.2% | 71.5%+7.7pp | 74.5%+4.7pp | 70.6%+8.6pp |
| Annual return | 12.84% | 19.14%-6.3pp | 24.89%-12.0pp | 31.21%-18.4pp |
| Employer contribution / active EE | $2,070 | $3,554-41.7% | $3,869-46.5% | $2,726-24.1% |
| Participant deferral / active EE | $3,166 | $4,108-22.9% | $5,058-37.4% | $4,648-31.9% |
| Admin fee / account holder | $110 | $639-82.8% | $8,394-98.7% | $430-74.5% |