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| Provider | Service type | Compensation |
|---|---|---|
WISS & COMPANY, LLP10+ years Filed as: WISS & COMPANY LLP Service code 10 · EIN 22-1732349 | Accounting | $23,300 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 25 · EIN 04-2647786 | Directed Trustee | $11,662 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,302 | $56,047+271.7% | $98,716+111.0% | $79,634+161.6% |
| Participation rate | 100.0% | 54.6%+45.4pp | 69.3%+30.7pp | 62.5%+37.5pp |
| Annual return | 14.28% | 17.58%-3.3pp | 31.81%-17.5pp | 36.46%-22.2pp |
| Employer contribution / active EE | $11,505 | $1,237+830.0% | $2,279+404.9% | $2,529+354.9% |
| Participant deferral / active EE | $0 | $2,469-100.0% | $4,048-100.0% | $3,835-100.0% |
| Admin fee / account holder | $71 | $1,512-95.3% | $8,703-99.2% | $1,002-92.9% |