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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 59-1531281 | Consulting | $69,550 |
Service code 16 · EIN 53-0181291 | Consulting | $32,445 |
GEORGE JOHNSON & COMPANY3 years Service code 10 · EIN 38-2029668 | Accounting | $15,900 |
Filed as: FIDELITY INV. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$151,955 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,782 | $144,879+71.0% | $111,319+122.6% | $93,010+166.4% |
| Participation rate | 70.8% | 86.1%-15.4pp | 77.3%-6.6pp | 73.9%-3.1pp |
| Annual return | 16.48% | 18.11%-1.6pp | 54.68%-38.2pp | 158.70%-142.2pp |
| Employer contribution / active EE | $5,614 | $3,052+83.9% | $2,732+105.5% | $2,705+107.5% |
| Participant deferral / active EE | $8,338 | $5,576+49.6% | $4,488+85.8% | $4,561+82.8% |
| Admin fee / account holder | $120 | $104+16.2% | $7,966-98.5% | $152-20.7% |