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| Provider | Service type | Compensation |
|---|---|---|
COHN REZNICK LLP1 year Filed as: COHN REZNICK Service code 10 · EIN 33-4144829 | Accounting | $20,160 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$32,075 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,976 | $61,787+89.3% | $97,197+20.3% | $80,925+44.5% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.7%+23.6pp | 67.7%+28.6pp |
| Annual return | 17.16% | -558.16%+575.3pp | 75.47%-58.3pp | 35.65%-18.5pp |
| Employer contribution / active EE | $2,447 | $1,836+33.3% | $2,723-10.1% | $2,756-11.2% |
| Participant deferral / active EE | $12,968 | $3,027+328.4% | $4,263+204.2% | $4,299+201.7% |
| Admin fee / account holder | -$71 | $5,170-101.4% | $5,637-101.3% | $6,940-101.0% |