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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,330 | $55,437+5.2% | $155,534-62.5% | $74,459-21.7% |
| Participation rate | 96.7% | 61.9%+34.8pp | 78.2%+18.5pp | 67.2%+29.5pp |
| Annual return | 12.91% | 269.58%-256.7pp | 64.92%-52.0pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $1,725 | $2,266-23.9% | $4,675-63.1% | $2,626-34.3% |
| Participant deferral / active EE | $5,723 | $2,837+101.7% | $5,630+1.6% | $4,350+31.6% |
| Admin fee / account holder | $11 | $1,742-99.4% | $15,900-99.9% | $1,945-99.4% |