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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $19,156 |
TOPEL FORMAN LLC1 year Service code 10 · EIN 36-2469413 | Accounting | $16,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,388 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,426 | $79,223-45.2% | $102,460-57.6% | $74,478-41.7% |
| Participation rate | 75.8% | 74.8%+1.1pp | 76.5%-0.7pp | 67.2%+8.6pp |
| Annual return | 12.29% | 54.98%-42.7pp | 29.47%-17.2pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $781 | $2,363-66.9% | $3,025-74.2% | $2,626-70.3% |
| Participant deferral / active EE | $2,515 | $4,417-43.1% | $5,056-50.3% | $4,350-42.2% |
| Admin fee / account holder | $94 | $2,003-95.3% | $9,460-99.0% | $1,946-95.2% |