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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $145,520 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $31,000 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH+BROWN, P.C. Service code 16 · EIN 22-2027092 | Consulting | $8,112 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,778 | $106,247-5.1% | $147,096-31.5% | $77,714+29.7% |
| Participation rate | 98.6% | 78.4%+20.2pp | 82.2%+16.4pp | 70.6%+28.0pp |
| Annual return | 20.60% | 56.87%-36.3pp | 419.75%-399.1pp | 31.26%-10.7pp |
| Employer contribution / active EE | $7,319 | $4,069+79.8% | $4,936+48.3% | $2,727+168.4% |
| Participant deferral / active EE | $16,040 | $7,996+100.6% | $8,071+98.7% | $4,649+245.0% |
| Admin fee / account holder | $139 | $338-58.8% | $13,005-98.9% | $433-67.8% |