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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,344 |
Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $6,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,207 | $59,093-11.7% | $97,295-46.3% | $77,762-32.9% |
| Participation rate | 92.7% | 67.8%+24.9pp | 72.7%+20.0pp | 70.6%+22.1pp |
| Annual return | 15.91% | 16.93%-1.0pp | 75.62%-59.7pp | 31.27%-15.4pp |
| Employer contribution / active EE | $12 | $1,727-99.3% | $2,723-99.6% | $2,728-99.6% |
| Participant deferral / active EE | $10,380 | $3,901+166.1% | $4,264+143.5% | $4,651+123.2% |
| Admin fee / account holder | $47 | $346-86.5% | $5,646-99.2% | $433-89.2% |