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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 | $106,164+3.2% | $147,041-25.5% | $77,692+41.0% |
| Participation rate | 92.9% | 78.4%+14.5pp | 82.2%+10.7pp | 70.6%+22.3pp |
| Annual return | 16.12% | 56.81%-40.7pp | 419.21%-403.1pp | 31.25%-15.1pp |
| Employer contribution / active EE | $3,381 | $4,066-16.8% | $4,935-31.5% | $2,726+24.0% |
| Participant deferral / active EE | $12,091 | $7,993+51.3% | $8,071+49.8% | $4,648+160.1% |
| Admin fee / account holder | $54 | $338-83.9% | $13,006-99.6% | $431-87.4% |