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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $86,659 |
Service code 16 · EIN 92-1819393 | Consulting | $53,755 |
Service code 16 · EIN 59-1531281 | Consulting | $53,186 |
DYKEMA GOSSETT PLLC1 year Service code 16 · EIN 38-1446628 | Consulting | $31,896 |
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $18,994 |
GJC CPA'S & ADVISORS2 years Service code 10 · EIN 38-2029668 | Accounting | $15,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,090 | $104,544+118.2% | $96,564+136.2% | $80,187+184.4% |
| Participation rate | 98.1% | 86.4%+11.7pp | 76.0%+22.1pp | 72.9%+25.1pp |
| Annual return | 21.68% | 21.79%-0.1pp | 25.89%-4.2pp | 40.40%-18.7pp |
| Employer contribution / active EE | $8,222 | $3,527+133.1% | $2,967+177.1% | $2,980+175.9% |
| Participant deferral / active EE | $11,685 | $6,170+89.4% | $4,852+140.8% | $5,016+133.0% |
| Admin fee / account holder | $150 | $107+40.6% | $8,256-98.2% | $145+3.6% |