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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 | $50,820+237.5% | $155,567+10.3% | $77,671+120.8% |
| Participation rate | 75.3% | 63.1%+12.2pp | 78.2%-2.9pp | 70.6%+4.8pp |
| Annual return | 14.65% | 34.85%-20.2pp | 64.74%-50.1pp | 31.21%-16.6pp |
| Employer contribution / active EE | $6,378 | $1,993+220.1% | $4,674+36.5% | $2,726+133.9% |
| Participant deferral / active EE | $5,746 | $2,823+103.5% | $5,628+2.1% | $4,648+23.6% |
| Admin fee / account holder | $224 | $436-48.6% | $15,916-98.6% | $430-47.9% |