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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $49,783 |
Filed as: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $45 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,873 | $91,621-4.1% | $67,511+30.2% | $77,671+13.1% |
| Participation rate | 88.8% | 76.0%+12.9pp | 72.9%+15.9pp | 70.6%+18.2pp |
| Annual return | 13.55% | 14.87%-1.3pp | 3517.41%-3503.9pp | 31.21%-17.7pp |
| Employer contribution / active EE | $4,042 | $3,184+27.0% | $2,733+47.9% | $2,726+48.2% |
| Participant deferral / active EE | $5,599 | $3,906+43.3% | $4,000+40.0% | $4,648+20.5% |
| Admin fee / account holder | $88 | $176-50.0% | $3,999-97.8% | $430-79.5% |