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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $144,442 |
CROWE LLP10+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $39,270 |
AMERICAN FUNDS11+ years Filed as: CAPITAL STRATAGIES Service code 16 · EIN 26-4789150 | Consulting | $38,625 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,410 | $139,251+27.4% | $113,397+56.5% | $100,573+76.4% |
| Participation rate | 92.8% | 88.8%+4.0pp | 76.5%+16.3pp | 70.9%+21.8pp |
| Annual return | 14.14% | 14.13%0pp | 23.20%-9.1pp | 18.89%-4.7pp |
| Employer contribution / active EE | $5,335 | $3,969+34.4% | $2,977+79.2% | $3,763+41.7% |
| Participant deferral / active EE | $8,357 | $7,399+12.9% | $5,076+64.6% | $4,921+69.8% |
| Admin fee / account holder | $102 | $149-32.0% | $11,957-99.2% | $454-77.6% |