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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVSTMTS INST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $36,633 |
GRP FINANCIAL2+ years Service code 16 · EIN 47-1411118 | Consulting | $25,000 |
GCA LAW PARTNERS LLP2+ years Service code 29 · EIN 77-0221508 2570 W EL CAMINO REAL 510 · MOUNTAIN VIEW, CA 940401317 | Legal | $8,934 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,103 | $85,199+2.2% | $57,196+52.3% | $63,975+36.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.3%+24.7pp | 71.1%+28.9pp |
| Annual return | 7.06% | 10.43%-3.4pp | 14.59%-7.5pp | 48.65%-41.6pp |
| Employer contribution / active EE | $6,335 | $3,446+83.8% | $2,683+136.1% | $2,182+190.4% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,096-100.0% | $3,356-100.0% |
| Admin fee / account holder | $7 | $39-82.4% | $3,141-99.8% | $70-90.3% |