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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 | $54,193+293.9% | $93,669+127.9% | $77,714+174.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | 28.21% | 30.54%-2.3pp | 133.59%-105.4pp | 31.26%-3.1pp |
| Employer contribution / active EE | $11,923 | $1,168+920.9% | $2,424+392.0% | $2,727+337.3% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,416-100.0% | $4,649-100.0% |
| Admin fee / account holder | $78 | $576-86.4% | $8,291-99.1% | $433-81.9% |