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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITALRESEARCHCONSULTINGLLC Service code 26 · EIN 95-4660745 | Advisory (Participants) | $202,699 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $29,007 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$220,707 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,233 | $2,703,213-96.7% | $165,100-45.3% | $200,096-54.9% |
| Participation rate | 94.1% | 78.4%+15.6pp | 78.6%+15.5pp | 72.0%+22.1pp |
| Annual return | 16.72% | 17.97%-1.3pp | 70.21%-53.5pp | 34.26%-17.5pp |
| Employer contribution / active EE | $5,374 | $2,973+80.8% | $4,348+23.6% | $3,038+76.9% |
| Participant deferral / active EE | $6,613 | $5,021+31.7% | $6,035+9.6% | $5,090+29.9% |
| Admin fee / account holder | $6 | $1,999-99.7% | $12,696-100.0% | $269-97.8% |