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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 25 · EIN 04-2647786 | Directed Trustee | $20,644 |
WISS & COMPANY, LLP1+ years Filed as: WISS & COMPANY LLP Service code 10 · EIN 22-1732349 | Accounting | $16,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,033 | $37,044+207.8% | $71,796+58.8% | $57,658+97.8% |
| Participation rate | 98.1% | 61.1%+36.9pp | 69.1%+29.0pp | 70.2%+27.8pp |
| Annual return | 9.02% | 12.64%-3.6pp | 78.04%-69.0pp | 5.13%+3.9pp |
| Employer contribution / active EE | $8,600 | $720+1094.3% | $1,924+346.9% | $1,974+335.7% |
| Participant deferral / active EE | $170 | $1,974-91.4% | $2,794-93.9% | $3,061-94.4% |
| Admin fee / account holder | $51 | $101-49.4% | $4,815-98.9% | $95-45.9% |