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| Provider | Service type | Compensation |
|---|---|---|
NYHART4 years Service code 11 · EIN 35-0966414 | Actuarial | $179,999 |
AETNA LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $143,499 |
CLEAR INVESTMENT RESEARCH, LLC6+ years Service code 27 · EIN 46-3868027 | Advisory (Plan) | $102,418 |
Filed as: FIDELITY Service code 50 2 CONTRA WAY T4R · MERRIMACK, NH 03054 | Direct Payment | $6,863 |
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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 | $0 | $2,822,362-100.0% | $312,618-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.6%-0.6pp |
| Annual return | 10.88% | 15.98%-5.1pp | 10.03%+0.8pp | 11.45%-0.6pp |
| Employer contribution / active EE | $3,601 | $21,248-83.1% | $38,789-90.7% | $17,219-79.1% |
| Participant deferral / active EE | $0 | $283-100.0% | $74-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,182-100.0% | $15,480-100.0% |