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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 | $88,087+88.0% | $164,866+0.4% | $74,546+122.1% |
| Participation rate | 75.2% | 73.1%+2.2pp | 78.6%-3.4pp | 67.2%+8.0pp |
| Annual return | 13.42% | 17.27%-3.8pp | 69.97%-56.5pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $3,133 | $2,595+20.7% | $4,343-27.8% | $2,624+19.4% |
| Participant deferral / active EE | $7,178 | $4,499+59.5% | $6,033+19.0% | $4,347+65.1% |
| Admin fee / account holder | $43 | $2,232-98.1% | $12,689-99.7% | $1,944-97.8% |