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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 | $92,121-33.6% | $105,591-42.1% | $77,692-21.3% |
| Participation rate | 97.1% | 81.0%+16.1pp | 75.3%+21.9pp | 70.6%+26.6pp |
| Annual return | 16.69% | 17.84%-1.1pp | 116.43%-99.7pp | 31.25%-14.6pp |
| Employer contribution / active EE | $2,546 | $3,370-24.5% | $3,166-19.6% | $2,726-6.6% |
| Participant deferral / active EE | $3,411 | $5,388-36.7% | $5,008-31.9% | $4,648-26.6% |
| Admin fee / account holder | $228 | $219+4.2% | $11,024-97.9% | $431-46.9% |