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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $76,980 |
CERITY PARTNERS4 years Service code 16 · EIN 35-2467663 | Consulting | $46,500 |
SIKICH LLP1 year Filed as: SICKICH USA CPA LLP Service code 10 · EIN 84-3697598 | Accounting | $16,600 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,505 | $106,264+39.8% | $147,117+0.9% | $77,762+91.0% |
| Participation rate | 98.2% | 78.4%+19.7pp | 82.2%+16.0pp | 70.6%+27.6pp |
| Annual return | 17.91% | 56.94%-39.0pp | 420.54%-402.6pp | 31.27%-13.4pp |
| Employer contribution / active EE | $6,182 | $4,074+51.8% | $4,932+25.3% | $2,728+126.6% |
| Participant deferral / active EE | $10,171 | $8,003+27.1% | $8,065+26.1% | $4,651+118.7% |
| Admin fee / account holder | $140 | $334-58.1% | $12,993-98.9% | $433-67.6% |