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| Provider | Service type | Compensation |
|---|---|---|
SCHWARTZ, STEINSAPIR, ET AL2 years Filed as: SCHWARTZ & CO INVESTMENT ADVISORS Service code 27 · EIN 38-2117812 | Advisory (Plan) | $17,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$76,088 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,263 | $64,728+197.0% | $102,184+88.2% | $64,728+197.0% |
| Participation rate | 97.5% | 57.9%+39.6pp | 82.6%+14.9pp | 57.9%+39.6pp |
| Annual return | 20.52% | 49.38%-28.9pp | 31.58%-11.1pp | 49.38%-28.9pp |
| Employer contribution / active EE | $6,892 | $2,243+207.3% | $3,594+91.8% | $2,243+207.3% |
| Participant deferral / active EE | $14,417 | $2,729+428.2% | $8,309+73.5% | $2,729+428.2% |
| Admin fee / account holder | -$154 | $1,145-113.4% | $11,609-101.3% | $1,145-113.4% |