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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $85,586 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,600 | $89,123-41.0% | $102,460-48.7% | $77,762-32.4% |
| Participation rate | 83.2% | 80.9%+2.3pp | 76.5%+6.7pp | 70.6%+12.6pp |
| Annual return | 14.88% | 25.05%-10.2pp | 29.47%-14.6pp | 31.27%-16.4pp |
| Employer contribution / active EE | $1,174 | $2,700-56.5% | $3,025-61.2% | $2,728-57.0% |
| Participant deferral / active EE | $6,548 | $5,148+27.2% | $5,056+29.5% | $4,651+40.8% |
| Admin fee / account holder | $154 | $236-34.7% | $9,460-98.4% | $433-64.4% |