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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $691 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,422 | $54,717+72.6% | $86,216+9.5% | $71,511+32.0% |
| Participation rate | 94.3% | 60.1%+34.2pp | 69.0%+25.3pp | 67.9%+26.4pp |
| Annual return | 17.46% | 20.07%-2.6pp | 1169.42%-1152.0pp | 28.86%-11.4pp |
| Employer contribution / active EE | $4,041 | $1,267+219.0% | $2,382+69.7% | $2,589+56.1% |
| Participant deferral / active EE | $5,247 | $3,110+68.7% | $3,986+31.6% | $4,291+22.3% |
| Admin fee / account holder | $4 | $1,922-99.8% | $6,853-99.9% | $1,588-99.8% |