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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3180631 | Advisory (Plan) | $73,680 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$27,570 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,687 | $103,024-1.3% | $112,040-9.2% | $79,634+27.7% |
| Participation rate | 93.9% | 80.6%+13.3pp | 76.5%+17.4pp | 62.5%+31.4pp |
| Annual return | 14.67% | 17.60%-2.9pp | 24.52%-9.9pp | 36.46%-21.8pp |
| Employer contribution / active EE | $3,281 | $3,015+8.8% | $2,954+11.1% | $2,529+29.7% |
| Participant deferral / active EE | $4,874 | $5,233-6.9% | $5,098-4.4% | $3,835+27.1% |
| Admin fee / account holder | $116 | $465-75.1% | $12,098-99.0% | $1,002-88.4% |