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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 25 · EIN 04-2647786 | Directed Trustee | $21,781 |
WISS & COMPANY, LLP3+ years Filed as: WISS & COMPANY LLP Service code 10 · EIN 22-1732349 | Accounting | $17,000 |
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 | $135,956 | $35,485+283.1% | $74,551+82.4% | $55,725+144.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | 10.47% | 0.72%+9.8pp | 32.53%-22.1pp | 244.93%-234.5pp |
| Employer contribution / active EE | $8,273 | $777+964.3% | $1,961+321.9% | $2,078+298.1% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $51 | $114-55.3% | $5,059-99.0% | $115-55.6% |