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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $357 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,045 | $95,453-35.0% | $112,040-44.6% | $82,448-24.7% |
| Participation rate | 94.7% | 72.8%+22.0pp | 76.5%+18.2pp | 68.1%+26.7pp |
| Annual return | 16.47% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,883 | $2,318-18.7% | $2,954-36.2% | $2,551-26.2% |
| Participant deferral / active EE | $4,363 | $4,224+3.3% | $5,098-14.4% | $4,139+5.4% |
| Admin fee / account holder | $3 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |