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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $30,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $28,548 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,806 | $102,393+4.3% | $147,041-27.4% | $80,911+32.0% |
| Participation rate | 95.7% | 75.9%+19.8pp | 82.2%+13.5pp | 67.6%+28.1pp |
| Annual return | 13.98% | 134.95%-121.0pp | 419.21%-405.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $1,725 | $3,715-53.6% | $4,935-65.0% | $2,756-37.4% |
| Participant deferral / active EE | $15,530 | $6,647+133.6% | $8,071+92.4% | $4,297+261.4% |
| Admin fee / account holder | $188 | $7,943-97.6% | $13,006-98.6% | $6,935-97.3% |