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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 26 · EIN 04-2647786 | Advisory (Participants) | $4,949 |
Filed as: MML INVESTOR SERVICES Service code 26 · EIN 04-2746212 | Advisory (Participants) | $841 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,668 | $55,453+222.2% | $170,435+4.8% | $62,293+186.8% |
| Participation rate | 87.7% | 66.4%+21.3pp | 83.6%+4.1pp | 69.5%+18.2pp |
| Annual return | 13.08% | 21.38%-8.3pp | 205.94%-192.9pp | 28.90%-15.8pp |
| Employer contribution / active EE | $6,691 | $2,164+209.2% | $5,432+23.2% | $2,042+227.6% |
| Participant deferral / active EE | $4,880 | $2,303+111.9% | $4,939-1.2% | $3,169+54.0% |
| Admin fee / account holder | $38 | $455-91.7% | $13,881-99.7% | $479-92.1% |