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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 | $136,471-42.3% | $161,149-51.1% | $100,573-21.7% |
| Participation rate | 92.9% | 79.3%+13.7pp | 78.8%+14.1pp | 70.9%+22.0pp |
| Annual return | 15.68% | 17.32%-1.6pp | 21.16%-5.5pp | 18.89%-3.2pp |
| Employer contribution / active EE | $2,332 | $4,699-50.4% | $4,360-46.5% | $3,763-38.0% |
| Participant deferral / active EE | $7,431 | $6,371+16.6% | $6,153+20.8% | $4,921+51.0% |
| Admin fee / account holder | $155 | $120+29.0% | $15,194-99.0% | $454-65.9% |