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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $898 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,588 | $65,246+113.9% | $98,716+41.4% | $67,986+105.3% |
| Participation rate | 95.1% | 51.4%+43.7pp | 69.3%+25.8pp | 57.2%+37.9pp |
| Annual return | 17.99% | 20.58%-2.6pp | 31.81%-13.8pp | 31.67%-13.7pp |
| Employer contribution / active EE | $4,111 | $1,042+294.5% | $2,279+80.4% | $2,019+103.6% |
| Participant deferral / active EE | $5,966 | $2,594+130.0% | $4,048+47.4% | $3,358+77.7% |
| Admin fee / account holder | $5 | $4,561-99.9% | $8,703-99.9% | $3,203-99.8% |