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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $329,642 |
CROWE LLP10+ years Filed as: CROWE HORWATH Service code 16 · EIN 35-0921680 | Consulting | $19,634 |
Filed as: TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $7,127 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,577 | $81,301-62.4% | $76,030-59.8% | $200,096-84.7% |
| Participation rate | 93.3% | 70.1%+23.3pp | 69.1%+24.3pp | 72.0%+21.3pp |
| Annual return | 13.25% | 16.31%-3.1pp | 361.54%-348.3pp | 34.26%-21.0pp |
| Employer contribution / active EE | $2,738 | $3,352-18.3% | $2,688+1.9% | $3,038-9.9% |
| Participant deferral / active EE | $3,836 | $4,721-18.7% | $4,257-9.9% | $5,090-24.6% |
| Admin fee / account holder | $90 | $145-38.1% | $6,421-98.6% | $269-66.7% |