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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $50,851 |
Filed as: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $2,051 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,617 | $79,151-4.5% | $60,906+24.2% | $64,819+16.7% |
| Participation rate | 88.5% | 77.7%+10.8pp | 73.1%+15.4pp | 71.5%+17.0pp |
| Annual return | -12.69% | -7.12%-5.6pp | 16.94%-29.6pp | 32.84%-45.5pp |
| Employer contribution / active EE | $3,828 | $3,052+25.4% | $2,703+41.6% | $2,507+52.7% |
| Participant deferral / active EE | $6,075 | $3,727+63.0% | $3,814+59.3% | $4,311+40.9% |
| Admin fee / account holder | $105 | $106-0.9% | $3,227-96.8% | $188-44.2% |