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| Provider | Service type | Compensation |
|---|---|---|
WISS & COMPANY, LLP7+ years Filed as: WISS & COMPANY LLP Service code 10 · EIN 22-1732349 | Accounting | $18,000 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 25 · EIN 04-2647786 | Directed Trustee | $8,413 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,017 | $42,367+251.7% | $79,580+87.3% | $64,819+129.9% |
| Participation rate | 100.0% | 64.7%+35.3pp | 69.5%+30.5pp | 71.5%+28.5pp |
| Annual return | -19.84% | -12.23%-7.6pp | 0.15%-20.0pp | 32.84%-52.7pp |
| Employer contribution / active EE | $10,163 | $1,181+760.9% | $2,413+321.1% | $2,507+305.4% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,311-100.0% |
| Admin fee / account holder | $60 | $160-62.2% | $6,835-99.1% | $188-67.9% |