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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $120,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,932 |
REILLY, PENNER & BENTON LLP2 years Filed as: G.T. REILLY & CO. Service code 10 · EIN 04-2513210 | Accounting | $10,300 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,061 | $2,687,218-96.1% | $165,071-36.4% | $199,960-47.5% |
| Participation rate | 96.4% | 78.3%+18.2pp | 78.6%+17.8pp | 72.0%+24.4pp |
| Annual return | 26.86% | 17.94%+8.9pp | 70.17%-43.3pp | 34.28%-7.4pp |
| Employer contribution / active EE | $4,650 | $2,958+57.2% | $4,347+7.0% | $3,036+53.2% |
| Participant deferral / active EE | $9,046 | $5,002+80.8% | $6,035+49.9% | $5,087+77.8% |
| Admin fee / account holder | $104 | $1,988-94.8% | $12,695-99.2% | $269-61.4% |