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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 | $89,435-38.0% | $164,975-66.4% | $77,714-28.7% |
| Participation rate | 93.0% | 78.6%+14.4pp | 78.6%+14.4pp | 70.6%+22.4pp |
| Annual return | 14.89% | 28.82%-13.9pp | 70.12%-55.2pp | 31.26%-16.4pp |
| Employer contribution / active EE | $1,282 | $2,563-50.0% | $4,343-70.5% | $2,727-53.0% |
| Participant deferral / active EE | $6,248 | $4,901+27.5% | $6,033+3.6% | $4,649+34.4% |
| Admin fee / account holder | $124 | $340-63.6% | $12,688-99.0% | $433-71.5% |