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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $831 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,002 | $82,879+50.8% | $96,576+29.4% | $67,986+83.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.4%+4.3pp | 57.2%+28.5pp |
| Annual return | 23.78% | 36.90%-13.1pp | 38.47%-14.7pp | 31.67%-7.9pp |
| Employer contribution / active EE | $2,533 | $2,727-7.1% | $3,553-28.7% | $2,019+25.5% |
| Participant deferral / active EE | $12,408 | $6,976+77.9% | $7,956+55.9% | $3,358+269.5% |
| Admin fee / account holder | $3 | $2,783-99.9% | $11,381-100.0% | $3,203-99.9% |