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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $18,843 |
Filed as: PRIME CAPITAL INVESTMENTS Service code 99 · EIN 82-1364595 | Other Fees | $5,586 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,436 | $81,334+254.6% | $113,397+154.4% | $64,097+350.0% |
| Participation rate | 88.2% | 65.6%+22.6pp | 76.5%+11.7pp | 55.2%+33.0pp |
| Annual return | 15.89% | 32.50%-16.6pp | 23.20%-7.3pp | 34.64%-18.8pp |
| Employer contribution / active EE | $4,718 | $2,077+127.2% | $2,977+58.5% | $1,891+149.4% |
| Participant deferral / active EE | $8,314 | $3,795+119.1% | $5,076+63.8% | $3,080+169.9% |
| Admin fee / account holder | $227 | $4,208-94.6% | $11,957-98.1% | $3,454-93.4% |