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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $49,436 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$18,503 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,583 | $106,264+3.1% | $147,117-25.5% | $77,762+40.9% |
| Participation rate | 92.9% | 78.4%+14.5pp | 82.2%+10.7pp | 70.6%+22.3pp |
| Annual return | 16.12% | 56.94%-40.8pp | 420.54%-404.4pp | 31.27%-15.2pp |
| Employer contribution / active EE | $3,381 | $4,074-17.0% | $4,932-31.4% | $2,728+24.0% |
| Participant deferral / active EE | $12,091 | $8,003+51.1% | $8,065+49.9% | $4,651+160.0% |
| Admin fee / account holder | $54 | $334-83.7% | $12,993-99.6% | $433-87.4% |