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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $248,101 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $124,920 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $103,943 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $16,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,736 | $89,670-12.2% | $173,730-54.7% | $89,670-12.2% |
| Participation rate | 92.9% | 71.2%+21.8pp | 79.6%+13.4pp | 71.2%+21.8pp |
| Annual return | 15.68% | 19.66%-4.0pp | 19.96%-4.3pp | 19.66%-4.0pp |
| Employer contribution / active EE | $2,332 | $4,041-42.3% | $4,577-49.0% | $4,041-42.3% |
| Participant deferral / active EE | $7,431 | $3,962+87.5% | $6,326+17.5% | $3,962+87.5% |
| Admin fee / account holder | $155 | $352-56.0% | $17,523-99.1% | $352-56.0% |