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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,052 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $10,500 |
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 | $71,094 | $90,003-21.0% | $100,398-29.2% | $77,692-8.5% |
| Participation rate | 95.6% | 81.3%+14.3pp | 81.5%+14.1pp | 70.6%+25.0pp |
| Annual return | 15.19% | 20.61%-5.4pp | 49.32%-34.1pp | 31.25%-16.1pp |
| Employer contribution / active EE | $2,608 | $3,043-14.3% | $3,946-33.9% | $2,726-4.3% |
| Participant deferral / active EE | $4,975 | $8,287-40.0% | $8,084-38.5% | $4,648+7.0% |
| Admin fee / account holder | $54 | $172-68.7% | $7,893-99.3% | $431-87.5% |