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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $85,968 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$32,164 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,437 | $101,499+45.3% | $147,005+0.3% | $74,546+97.8% |
| Participation rate | 92.3% | 75.5%+16.7pp | 82.2%+10.1pp | 67.2%+25.1pp |
| Annual return | 16.62% | 8732.34%-8715.7pp | 418.76%-402.1pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $6,622 | $3,811+73.8% | $4,934+34.2% | $2,624+152.3% |
| Participant deferral / active EE | $24,005 | $7,304+228.6% | $8,070+197.5% | $4,347+452.2% |
| Admin fee / account holder | $127 | $1,748-92.7% | $13,006-99.0% | $1,944-93.5% |