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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 | $106,247+39.8% | $147,096+1.0% | $77,714+91.1% |
| Participation rate | 98.2% | 78.4%+19.8pp | 82.2%+16.0pp | 70.6%+27.6pp |
| Annual return | 17.91% | 56.87%-39.0pp | 419.75%-401.8pp | 31.26%-13.3pp |
| Employer contribution / active EE | $6,182 | $4,069+51.9% | $4,936+25.2% | $2,727+126.7% |
| Participant deferral / active EE | $10,171 | $7,996+27.2% | $8,071+26.0% | $4,649+118.8% |
| Admin fee / account holder | $140 | $338-58.6% | $13,005-98.9% | $433-67.7% |