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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $40,555 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 36-2235791 | Consulting | $25,080 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,172 |
FOLEY & LARDNER LLP1 year Filed as: FOLEY & LARDNER Service code 16 · EIN 39-0473800 | Consulting | $15,627 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 16 · EIN 82-1061233 | Consulting | $2,098 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENTS Service code 16 · EIN 36-3109431 | Consulting | $771 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,444 | $73,404+103.6% | $87,103+71.6% | $67,582+121.1% |
| Participation rate | 80.4% | 80.9%-0.5pp | 76.9%+3.5pp | 71.3%+9.1pp |
| Annual return | 22.51% | 48.29%-25.8pp | 28.19%-5.7pp | 378.57%-356.1pp |
| Employer contribution / active EE | $5,647 | $2,014+180.4% | $2,521+123.9% | $2,148+162.9% |
| Participant deferral / active EE | $6,363 | $3,913+62.6% | $4,049+57.2% | $3,539+79.8% |
| Admin fee / account holder | $134 | $142-5.5% | $7,491-98.2% | $142-6.0% |