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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $164,221 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $14,300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,746 | $110,282-66.7% | $102,423-64.1% | $199,921-81.6% |
| Participation rate | 94.2% | 86.3%+7.9pp | 76.5%+17.7pp | 72.0%+22.2pp |
| Annual return | 15.08% | 35.75%-20.7pp | 29.42%-14.3pp | 34.28%-19.2pp |
| Employer contribution / active EE | $1,393 | $3,603-61.3% | $3,023-53.9% | $3,035-54.1% |
| Participant deferral / active EE | $5,063 | $6,376-20.6% | $5,054+0.2% | $5,089-0.5% |
| Admin fee / account holder | $66 | $122-46.0% | $9,455-99.3% | $269-75.5% |