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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 | $107,741+78.4% | $96,576+99.1% | $79,634+141.4% |
| Participation rate | 97.5% | 79.1%+18.4pp | 81.4%+16.0pp | 62.5%+35.0pp |
| Annual return | 20.52% | 19.24%+1.3pp | 38.47%-18.0pp | 36.46%-15.9pp |
| Employer contribution / active EE | $6,892 | $2,991+130.4% | $3,553+94.0% | $2,529+172.5% |
| Participant deferral / active EE | $14,417 | $7,899+82.5% | $7,956+81.2% | $3,835+276.0% |
| Admin fee / account holder | -$154 | $1,150-113.4% | $11,381-101.4% | $1,002-115.3% |