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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$79,318 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,595 | $89,093+166.7% | $102,434+132.0% | $77,736+205.6% |
| Participation rate | 97.1% | 80.9%+16.2pp | 76.5%+20.6pp | 70.6%+26.5pp |
| Annual return | 17.71% | 25.03%-7.3pp | 29.46%-11.7pp | 31.26%-13.6pp |
| Employer contribution / active EE | $5,208 | $2,699+92.9% | $3,023+72.3% | $2,728+90.9% |
| Participant deferral / active EE | $21,343 | $5,147+314.7% | $5,055+322.2% | $4,651+358.9% |
| Admin fee / account holder | -$98 | $236-141.5% | $9,462-101.0% | $433-122.6% |