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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $60,874 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,298 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,212 | $153,743+45.2% | $197,124+13.2% | $103,975+114.7% |
| Participation rate | 89.9% | 91.1%-1.2pp | 86.7%+3.1pp | 72.5%+17.3pp |
| Annual return | 21.72% | 17.60%+4.1pp | 44.34%-22.6pp | 19.41%+2.3pp |
| Employer contribution / active EE | $5,375 | $5,424-0.9% | $6,227-13.7% | $3,722+44.4% |
| Participant deferral / active EE | $21,610 | $9,152+136.1% | $9,135+136.6% | $5,343+304.5% |
| Admin fee / account holder | $66 | $131-49.6% | $16,298-99.6% | $332-80.1% |