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| Provider | Service type | Compensation |
|---|---|---|
RKL LLP9 years Service code 10 · EIN 23-2108173 | Accounting | $13,618 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,742 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,569 | $88,982-13.9% | $102,438-25.3% | $77,671-1.4% |
| Participation rate | 92.1% | 80.9%+11.1pp | 76.5%+15.6pp | 70.6%+21.5pp |
| Annual return | 20.64% | 25.01%-4.4pp | 29.37%-8.7pp | 31.21%-10.6pp |
| Employer contribution / active EE | $1,233 | $2,698-54.3% | $3,024-59.2% | $2,726-54.8% |
| Participant deferral / active EE | $6,482 | $5,144+26.0% | $5,054+28.3% | $4,648+39.5% |
| Admin fee / account holder | $69 | $236-70.9% | $9,448-99.3% | $430-84.1% |