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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 | $101,672+45.0% | $147,117+0.2% | $74,478+98.0% |
| Participation rate | 92.3% | 75.5%+16.7pp | 82.2%+10.1pp | 67.2%+25.0pp |
| Annual return | 16.62% | 8757.83%-8741.2pp | 420.54%-403.9pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $6,622 | $3,813+73.6% | $4,932+34.2% | $2,626+152.1% |
| Participant deferral / active EE | $24,005 | $7,305+228.6% | $8,065+197.7% | $4,350+451.8% |
| Admin fee / account holder | $127 | $1,753-92.8% | $12,993-99.0% | $1,946-93.5% |