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| Provider | Service type | Compensation |
|---|---|---|
WISS & COMPANY, LLP8+ years Filed as: WISS & COMPANY LLP Service code 10 · EIN 22-1732349 | Accounting | $20,000 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 25 · EIN 04-2647786 | Directed Trustee | $9,119 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,748 | $53,165+211.8% | $86,216+92.2% | $74,460+122.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 15.97% | 22.64%-6.7pp | 1169.42%-1153.5pp | 34.38%-18.4pp |
| Employer contribution / active EE | $10,569 | $1,210+773.5% | $2,382+343.8% | $2,638+300.6% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,986-100.0% | $4,530-100.0% |
| Admin fee / account holder | $66 | $551-88.1% | $6,853-99.0% | $348-81.1% |