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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,212 |
DS INVESTMENT ADVISORS2 years Service code 27 · EIN 87-4233743 | Advisory (Plan) | $35,124 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,374 | $45,022+29.7% | $85,126-31.4% | $77,714-24.9% |
| Participation rate | 88.0% | 48.7%+39.3pp | 67.5%+20.5pp | 70.6%+17.4pp |
| Annual return | 16.10% | 79.38%-63.3pp | 66.63%-50.5pp | 31.26%-15.2pp |
| Employer contribution / active EE | $795 | $1,610-50.6% | $2,731-70.9% | $2,727-70.8% |
| Participant deferral / active EE | $4,787 | $2,811+70.3% | $4,523+5.8% | $4,649+3.0% |
| Admin fee / account holder | $236 | $913-74.1% | $6,160-96.2% | $433-45.5% |