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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,992 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,750 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $17,325 |
BDO USA, LLP8 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $10,389 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $6,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,856 | $45,022+35.2% | $85,126-28.5% | $77,714-21.7% |
| Participation rate | 87.7% | 48.7%+39.0pp | 67.5%+20.2pp | 70.6%+17.1pp |
| Annual return | 13.81% | 79.38%-65.6pp | 66.63%-52.8pp | 31.26%-17.4pp |
| Employer contribution / active EE | $57 | $1,610-96.5% | $2,731-97.9% | $2,727-97.9% |
| Participant deferral / active EE | $8,421 | $2,811+199.6% | $4,523+86.2% | $4,649+81.1% |
| Admin fee / account holder | $233 | $913-74.5% | $6,160-96.2% | $433-46.2% |