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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $48,810 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,135 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 39-1357951 | Accounting | $18,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,029 | $45,343+153.7% | $150,298-23.5% | $67,986+69.2% |
| Participation rate | 92.3% | 51.9%+40.4pp | 77.8%+14.5pp | 57.2%+35.1pp |
| Annual return | 14.68% | 33.28%-18.6pp | 62.79%-48.1pp | 31.67%-17.0pp |
| Employer contribution / active EE | $3,093 | $1,462+111.6% | $4,154-25.5% | $2,019+53.2% |
| Participant deferral / active EE | $5,870 | $2,055+185.7% | $5,453+7.7% | $3,358+74.8% |
| Admin fee / account holder | $283 | $2,250-87.4% | $14,116-98.0% | $3,203-91.2% |