| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INSTL OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $288,918 |
SB & COMPANY, LLC1 year Service code 10 · EIN 20-2153727 | Accounting | $24,295 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,115 | $103,282+111.2% | $81,370+168.1% | $99,313+119.6% |
| Participation rate | 98.2% | 73.2%+25.0pp | 69.5%+28.6pp | 71.7%+26.5pp |
| Annual return | 13.99% | 15.11%-1.1pp | 24.85%-10.9pp | 17.67%-3.7pp |
| Employer contribution / active EE | $10,402 | $3,061+239.8% | $2,464+322.2% | $3,264+218.7% |
| Participant deferral / active EE | $10,168 | $4,549+123.5% | $3,885+161.7% | $5,346+90.2% |
| Admin fee / account holder | $32 | $78-59.2% | $5,749-99.4% | $109-70.7% |