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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $67,323 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS INC Service code 27 · EIN 43-1685158 | Advisory (Plan) | $24,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,420 | $89,465-38.1% | $165,100-66.4% | $77,762-28.7% |
| Participation rate | 93.0% | 78.6%+14.3pp | 78.6%+14.4pp | 70.6%+22.4pp |
| Annual return | 14.89% | 28.86%-14.0pp | 70.21%-55.3pp | 31.27%-16.4pp |
| Employer contribution / active EE | $1,282 | $2,565-50.0% | $4,348-70.5% | $2,728-53.0% |
| Participant deferral / active EE | $6,248 | $4,904+27.4% | $6,035+3.5% | $4,651+34.4% |
| Admin fee / account holder | $124 | $340-63.6% | $12,696-99.0% | $433-71.5% |