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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 | $101,084 | $99,442+1.7% | $113,397-10.9% | $71,012+42.3% |
| Participation rate | 93.9% | 78.9%+15.0pp | 76.5%+17.4pp | 58.6%+35.3pp |
| Annual return | 14.67% | 17.93%-3.3pp | 23.20%-8.5pp | 37.67%-23.0pp |
| Employer contribution / active EE | $2,509 | $3,068-18.2% | $2,977-15.7% | $2,348+6.9% |
| Participant deferral / active EE | $4,874 | $4,915-0.8% | $5,076-4.0% | $3,246+50.1% |
| Admin fee / account holder | $116 | $535-78.3% | $11,957-99.0% | $1,167-90.1% |