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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $51,128 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $43,766 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $3,503 |
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 | $138,608 | $88,874+56.0% | $123,553+12.2% | $75,289+84.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.3%+17.7pp | 72.4%+27.6pp |
| Annual return | -3.00% | 4.22%-7.2pp | 119.21%-122.2pp | -0.04%-3.0pp |
| Employer contribution / active EE | $10,270 | $3,256+215.5% | $4,628+121.9% | $2,405+327.0% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $45 | $95-52.6% | $9,284-99.5% | $102-56.2% |