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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $20,840 |
MAYER HOFFMAN MCCANN P.C.2 years Service code 10 4040 EMBASSY PARKWAY · AKRON, OH 44333 | Accounting | $12,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,111 |
Service code 28 · EIN 52-1542454 | Investment Management | $7,723 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,607 | $56,095+61.5% | $178,503-49.2% | $90,274+0.4% |
| Participation rate | 85.1% | 65.6%+19.5pp | 81.9%+3.1pp | 73.4%+11.7pp |
| Annual return | 17.64% | 28.81%-11.2pp | 151.12%-133.5pp | 53.97%-36.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $5,776 | $2,669+116.5% | $5,202+11.0% | $4,231+36.5% |
| Admin fee / account holder | $54 | $101-46.7% | $13,987-99.6% | $114-53.0% |