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| Provider | Service type | Compensation |
|---|---|---|
FORTE CAPITAL6 years Filed as: FORTE CAPITAL LLC Service code 27 · EIN 16-1507924 | Advisory (Plan) | $59,428 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $55,267 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,436 | $88,982+25.2% | $102,438+8.8% | $77,671+43.5% |
| Participation rate | 98.8% | 80.9%+17.9pp | 76.5%+22.3pp | 70.6%+28.3pp |
| Annual return | 16.81% | 25.01%-8.2pp | 29.37%-12.6pp | 31.21%-14.4pp |
| Employer contribution / active EE | $6,403 | $2,698+137.3% | $3,024+111.8% | $2,726+134.9% |
| Participant deferral / active EE | $5,920 | $5,144+15.1% | $5,054+17.1% | $4,648+27.4% |
| Admin fee / account holder | $224 | $236-4.8% | $9,448-97.6% | $430-47.9% |