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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 | $89,054-40.9% | $102,457-48.7% | $77,692-32.3% |
| Participation rate | 83.2% | 80.9%+2.3pp | 76.5%+6.7pp | 70.6%+12.6pp |
| Annual return | 14.88% | 25.02%-10.1pp | 29.41%-14.5pp | 31.25%-16.4pp |
| Employer contribution / active EE | $1,174 | $2,698-56.5% | $3,022-61.1% | $2,726-56.9% |
| Participant deferral / active EE | $6,548 | $5,146+27.2% | $5,054+29.6% | $4,648+40.9% |
| Admin fee / account holder | $154 | $236-34.6% | $9,451-98.4% | $431-64.2% |