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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $42,413 |
WELLTH ADVISORY SERVICES LLC2 years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $25,000 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $18,165 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,024 | $38,967+79.7% | $86,233-18.8% | $79,634-12.1% |
| Participation rate | 89.4% | 34.1%+55.3pp | 69.0%+20.3pp | 62.5%+26.9pp |
| Annual return | 16.82% | 49.90%-33.1pp | 61.39%-44.6pp | 36.46%-19.6pp |
| Employer contribution / active EE | $945 | $868+8.8% | $2,504-62.3% | $2,529-62.6% |
| Participant deferral / active EE | $9,122 | $1,663+448.7% | $4,559+100.1% | $3,835+137.9% |
| Admin fee / account holder | $212 | $2,660-92.0% | $8,342-97.5% | $1,002-78.8% |