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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 50 · EIN 04-2647786 | Direct Payment | $79,088 |
GEORGE JOHNSON & COMPANY2 years Service code 10 · EIN 38-2029668 | Accounting | $20,200 |
FINANCIAL ENGINES5 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,779 |
FID INV INST OPS CO5 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,199 | $52,626-55.9% | $98,477-76.4% | $93,010-75.1% |
| Participation rate | 72.5% | 65.3%+7.2pp | 73.3%-0.8pp | 73.9%-1.4pp |
| Annual return | 11.65% | 16.95%-5.3pp | 1493.59%-1481.9pp | 158.70%-147.1pp |
| Employer contribution / active EE | $1,173 | $1,894-38.0% | $2,961-60.4% | $2,705-56.6% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $4,276-100.0% | $4,561-100.0% |
| Admin fee / account holder | $45 | $102-55.9% | $5,951-99.2% | $152-70.2% |