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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTIT OP Service code 37 · EIN 04-2647786 | Loan Processing | $4,582 |
Filed as: MML INVESTOR Service code 27 · EIN 04-1590850 | Advisory (Plan) | $994 |
COMPENSATION SYSTEMS, INC.3 years Service code 14 · EIN 35-1277460 | Plan Administrator | $0 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,279 | $58,888+195.9% | $178,499-2.4% | $73,493+137.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.43% | 24.86%-11.4pp | 151.10%-137.7pp | 28.51%-15.1pp |
| Employer contribution / active EE | $7,758 | $2,236+246.9% | $5,011+54.8% | $2,270+241.8% |
| Participant deferral / active EE | $5,643 | $2,568+119.7% | $5,202+8.5% | $3,740+50.9% |
| Admin fee / account holder | $0 | $400-100.0% | $13,986-100.0% | $513-100.0% |