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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 92-1819393 | Advisory (Plan) | $40,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $21,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,356 | $89,093+66.5% | $102,434+44.8% | $77,736+90.8% |
| Participation rate | 72.8% | 80.9%-8.1pp | 76.5%-3.7pp | 70.6%+2.3pp |
| Annual return | 16.51% | 25.03%-8.5pp | 29.46%-12.9pp | 31.26%-14.7pp |
| Employer contribution / active EE | $3,885 | $2,699+43.9% | $3,023+28.5% | $2,728+42.4% |
| Participant deferral / active EE | $9,059 | $5,147+76.0% | $5,055+79.2% | $4,651+94.8% |
| Admin fee / account holder | $130 | $236-44.9% | $9,462-98.6% | $433-70.0% |