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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $5,316 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,477 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,596 | $88,137+87.9% | $164,975+0.4% | $74,429+122.5% |
| Participation rate | 75.2% | 73.1%+2.1pp | 78.6%-3.4pp | 67.2%+8.0pp |
| Annual return | 13.42% | 17.13%-3.7pp | 70.12%-56.7pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $3,133 | $2,597+20.6% | $4,343-27.8% | $2,625+19.4% |
| Participant deferral / active EE | $7,178 | $4,501+59.5% | $6,033+19.0% | $4,348+65.1% |
| Admin fee / account holder | $43 | $2,231-98.1% | $12,688-99.7% | $1,944-97.8% |