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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $58,559 |
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PRICEWATERHOUSECOOPE Service code 10 · EIN 13-4008324 | Accounting | $18,628 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,833 | $89,465+25.0% | $165,100-32.3% | $77,762+43.8% |
| Participation rate | 95.1% | 78.6%+16.5pp | 78.6%+16.5pp | 70.6%+24.5pp |
| Annual return | 12.94% | 28.86%-15.9pp | 70.21%-57.3pp | 31.27%-18.3pp |
| Employer contribution / active EE | $2,294 | $2,565-10.5% | $4,348-47.2% | $2,728-15.9% |
| Participant deferral / active EE | $7,790 | $4,904+58.8% | $6,035+29.1% | $4,651+67.5% |
| Admin fee / account holder | $116 | $340-65.9% | $12,696-99.1% | $433-73.2% |