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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 | $51,096+307.7% | $100,712+106.8% | $71,012+193.3% |
| Participation rate | 100.0% | 47.0%+53.0pp | 69.3%+30.7pp | 58.6%+41.4pp |
| Annual return | 14.28% | 16.42%-2.1pp | 33.27%-19.0pp | 37.67%-23.4pp |
| Employer contribution / active EE | $11,505 | $1,127+921.2% | $2,313+397.5% | $2,348+390.0% |
| Participant deferral / active EE | $0 | $1,937-100.0% | $4,085-100.0% | $3,246-100.0% |
| Admin fee / account holder | $71 | $2,179-96.7% | $9,256-99.2% | $1,167-93.9% |