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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 16 · EIN 99-2539506 | Consulting | $7,500 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY/ MOSS ADAMS Service code 10 · EIN 39-0859910 | Accounting | $6,615 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$59,822 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,209 | $130,224+23.0% | $197,124-18.7% | $79,634+101.2% |
| Participation rate | 96.5% | 87.8%+8.7pp | 86.7%+9.8pp | 62.5%+34.0pp |
| Annual return | 16.16% | 23.65%-7.5pp | 44.34%-28.2pp | 36.46%-20.3pp |
| Employer contribution / active EE | $3,847 | $4,314-10.8% | $6,227-38.2% | $2,529+52.1% |
| Participant deferral / active EE | $13,024 | $7,378+76.5% | $9,135+42.6% | $3,835+239.7% |
| Admin fee / account holder | -$80 | $254-131.5% | $16,298-100.5% | $1,002-108.0% |