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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $121,678 |
WELLSPRING FINANCIAL PARTNERS10+ years Service code 27 · EIN 45-2984270 | Advisory (Plan) | $78,167 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,522 | $50,919+236.9% | $155,556+10.3% | $77,762+120.6% |
| Participation rate | 75.3% | 63.1%+12.2pp | 78.2%-2.9pp | 70.6%+4.7pp |
| Annual return | 14.65% | 34.84%-20.2pp | 64.84%-50.2pp | 31.27%-16.6pp |
| Employer contribution / active EE | $6,378 | $1,991+220.3% | $4,675+36.4% | $2,728+133.8% |
| Participant deferral / active EE | $5,746 | $2,824+103.4% | $5,631+2.0% | $4,651+23.5% |
| Admin fee / account holder | $224 | $437-48.7% | $15,885-98.6% | $433-48.2% |