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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,433 |
Filed as: FIDELITY INVESTMT INST OP CO Service code 37 · EIN 04-2647786 | Loan Processing | $13,458 |
H2R CPA1 year Service code 10 · EIN 25-1031723 | Accounting | $6,612 |
Service code 49 | Other Services | $1,124 |
Filed as: M2B RETIREMENT CONSULTING Service code 49 · EIN 81-3989034 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,004 | $101,499-43.8% | $147,005-61.2% | $74,546-23.5% |
| Participation rate | 94.7% | 75.5%+19.1pp | 82.2%+12.5pp | 67.2%+27.5pp |
| Annual return | 35.78% | 8732.34%-8696.6pp | 418.76%-383.0pp | 1366.03%-1330.3pp |
| Employer contribution / active EE | $5,230 | $3,811+37.2% | $4,934+6.0% | $2,624+99.3% |
| Participant deferral / active EE | $11,743 | $7,304+60.8% | $8,070+45.5% | $4,347+170.1% |
| Admin fee / account holder | $127 | $1,748-92.7% | $13,006-99.0% | $1,944-93.4% |