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| Provider | Service type | Compensation |
|---|---|---|
WISS & COMPANY, LLP9+ years Filed as: WISS & COMPANY LLP Service code 10 · EIN 22-1732349 | Accounting | $22,000 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 25 · EIN 04-2647786 | Directed Trustee | $11,769 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,443 | $54,245+293.5% | $93,727+127.7% | $77,762+174.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | 28.21% | 30.58%-2.4pp | 133.83%-105.6pp | 31.27%-3.1pp |
| Employer contribution / active EE | $11,923 | $1,168+921.2% | $2,421+392.4% | $2,728+337.1% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $78 | $575-86.4% | $8,292-99.1% | $433-81.9% |