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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 50 · EIN 04-2647786 | Direct Payment | $67,154 |
GEORGE JOHNSON & COMPANY3 years Service code 10 · EIN 38-2029668 | Accounting | $20,600 |
FINANCIAL ENGINES6 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,731 |
FID INV INST OPS CO6 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,249 | $43,236-53.2% | $82,744-75.5% | $77,906-74.0% |
| Participation rate | 69.3% | 64.2%+5.1pp | 72.6%-3.3pp | 73.7%-4.4pp |
| Annual return | -14.91% | 2.40%-17.3pp | 702.22%-717.1pp | 12.16%-27.1pp |
| Employer contribution / active EE | $1,030 | $1,924-46.5% | $3,008-65.8% | $2,846-63.8% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $4,395-100.0% | $4,805-100.0% |
| Admin fee / account holder | $43 | $102-57.8% | $5,325-99.2% | $133-67.4% |