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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $70,490 |
Filed as: ARTHUR J. GALLAGHER & CO Service code 16 · EIN 36-4291971 | Consulting | $45,000 |
HOGANTAYLOR LLP9 years Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $21,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,667 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,943 | $89,093+52.6% | $102,434+32.7% | $77,736+74.9% |
| Participation rate | 96.0% | 80.9%+15.0pp | 76.5%+19.5pp | 70.6%+25.4pp |
| Annual return | 17.00% | 25.03%-8.0pp | 29.46%-12.5pp | 31.26%-14.3pp |
| Employer contribution / active EE | $6,718 | $2,699+148.9% | $3,023+122.2% | $2,728+146.3% |
| Participant deferral / active EE | $10,006 | $5,147+94.4% | $5,055+98.0% | $4,651+115.2% |
| Admin fee / account holder | $147 | $236-37.7% | $9,462-98.4% | $433-66.1% |