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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $10,288 |
Filed as: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $1,049 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,377 | $83,884+0.6% | $64,101+31.6% | $74,460+13.3% |
| Participation rate | 87.7% | 76.6%+11.1pp | 72.3%+15.4pp | 70.7%+16.9pp |
| Annual return | 5.82% | 16.57%-10.7pp | 33.72%-27.9pp | 34.38%-28.6pp |
| Employer contribution / active EE | $1,420 | $3,084-54.0% | $2,749-48.3% | $2,638-46.2% |
| Participant deferral / active EE | $1,894 | $3,692-48.7% | $3,881-51.2% | $4,530-58.2% |
| Admin fee / account holder | $21 | $196-89.2% | $3,070-99.3% | $348-93.9% |