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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $59,470 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $30,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,695 | $101,653+15.8% | $147,080-20.0% | $74,459+58.1% |
| Participation rate | 95.7% | 75.6%+20.1pp | 82.2%+13.5pp | 67.2%+28.5pp |
| Annual return | 13.32% | 8754.98%-8741.7pp | 420.17%-406.8pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $4,161 | $3,813+9.1% | $4,933-15.7% | $2,626+58.5% |
| Participant deferral / active EE | $10,152 | $7,304+39.0% | $8,066+25.9% | $4,350+133.4% |
| Admin fee / account holder | $280 | $1,752-84.0% | $12,989-97.8% | $1,945-85.6% |