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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTSINSTITUTIONAL Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $68,562 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 16 · EIN 36-3109431 | Consulting | $34,145 |
CROWE LLP1 year Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 | Accounting | $13,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,391 | $96,458+74.6% | $136,298+23.5% | $77,958+116.0% |
| Participation rate | 42.2% | 75.4%-33.2pp | 81.9%-39.7pp | 71.6%-29.5pp |
| Annual return | 13.78% | 23.78%-10.0pp | 5156.27%-5142.5pp | 20.87%-7.1pp |
| Employer contribution / active EE | $10,378 | $3,144+230.1% | $4,696+121.0% | $2,310+349.2% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $45 | $80-44.1% | $9,244-99.5% | $97-53.9% |