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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 59-1531281 | Consulting | $67,159 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $17,713 |
GJC CPA'S & ADVISORS1 year Service code 10 · EIN 38-2029668 | Accounting | $15,900 |
Filed as: FIDELITY INV. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$103,457 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,302 | $130,052+52.5% | $86,717+128.7% | $77,906+154.5% |
| Participation rate | 95.8% | 85.9%+9.9pp | 76.6%+19.2pp | 73.7%+22.1pp |
| Annual return | -16.51% | -12.73%-3.8pp | 35.97%-52.5pp | 12.16%-28.7pp |
| Employer contribution / active EE | $7,766 | $3,214+141.7% | $2,837+173.7% | $2,846+172.8% |
| Participant deferral / active EE | $11,209 | $5,741+95.3% | $4,657+140.7% | $4,805+133.3% |
| Admin fee / account holder | $105 | $132-20.1% | $7,494-98.6% | $133-20.5% |