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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 04-3523567 | Other Commissions | $61,119 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,918 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,432 | $78,607+93.9% | $105,624+44.3% | $74,478+104.7% |
| Participation rate | 98.4% | 72.8%+25.6pp | 75.3%+23.1pp | 67.2%+31.1pp |
| Annual return | 15.79% | 15.96%-0.2pp | 116.20%-100.4pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $5,697 | $2,523+125.8% | $3,168+79.8% | $2,626+116.9% |
| Participant deferral / active EE | $6,441 | $4,325+48.9% | $5,013+28.5% | $4,350+48.1% |
| Admin fee / account holder | $18 | $2,220-99.2% | $10,961-99.8% | $1,946-99.1% |