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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $50,484 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,403 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,131 | $92,186-33.7% | $105,624-42.1% | $77,762-21.4% |
| Participation rate | 97.1% | 81.0%+16.1pp | 75.3%+21.9pp | 70.6%+26.6pp |
| Annual return | 16.69% | 17.83%-1.1pp | 116.20%-99.5pp | 31.27%-14.6pp |
| Employer contribution / active EE | $2,546 | $3,376-24.6% | $3,168-19.6% | $2,728-6.7% |
| Participant deferral / active EE | $3,411 | $5,395-36.8% | $5,013-32.0% | $4,651-26.7% |
| Admin fee / account holder | $228 | $219+4.3% | $10,961-97.9% | $433-47.2% |