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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $89,865 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE MORAN Service code 10 · EIN 33-1498605 | Accounting | $18,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,445 | $122,219-78.4% | $147,096-82.0% | $199,921-86.8% |
| Participation rate | 83.9% | 78.3%+5.7pp | 82.2%+1.8pp | 72.0%+11.9pp |
| Annual return | 22.62% | 30.59%-8.0pp | 419.75%-397.1pp | 34.28%-11.7pp |
| Employer contribution / active EE | $934 | $4,096-77.2% | $4,936-81.1% | $3,035-69.2% |
| Participant deferral / active EE | $3,134 | $8,503-63.1% | $8,071-61.2% | $5,089-38.4% |
| Admin fee / account holder | $50 | $179-72.3% | $13,005-99.6% | $269-81.6% |