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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-8764829 | Advisory (Participants) | $15,797 |
Filed as: MORGAN STANELY GLOBAL BANKING OPER. Service code 26 · EIN 26-4310632 | Advisory (Participants) | $14,360 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$13,615 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,341 | $43,133+364.5% | $89,435+124.0% | $73,497+172.6% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 24.99% | 135.66%-110.7pp | 245.55%-220.6pp | 28.51%-3.5pp |
| Employer contribution / active EE | $20,168 | $1,438+1302.7% | $2,587+679.6% | $2,270+788.4% |
| Participant deferral / active EE | $17,490 | $2,445+615.5% | $3,890+349.6% | $3,740+367.7% |
| Admin fee / account holder | $72 | $444-83.7% | $4,884-98.5% | $513-85.9% |