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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,096 | $102,382+53.4% | $147,005+6.9% | $80,874+94.2% |
| Participation rate | 89.3% | 75.8%+13.4pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 16.06% | 134.89%-118.8pp | 418.76%-402.7pp | 35.62%-19.6pp |
| Employer contribution / active EE | $4,704 | $3,715+26.6% | $4,934-4.7% | $2,756+70.7% |
| Participant deferral / active EE | $12,510 | $6,646+88.2% | $8,070+55.0% | $4,297+191.1% |
| Admin fee / account holder | $8 | $7,942-99.9% | $13,006-99.9% | $6,935-99.9% |