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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,731 |
Service code 16 · EIN 04-2530412 | Consulting | $8,450 |
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945 | Accounting | $7,000 |
Filed as: NEW CENTURY INVESTMENT MGMT, LLC Service code 16 · EIN 20-1232890 | Consulting | $6,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$23,280 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,683 | $50,919+144.9% | $155,556-19.8% | $77,762+60.3% |
| Participation rate | 98.1% | 63.1%+35.1pp | 78.2%+19.9pp | 70.6%+27.6pp |
| Annual return | 13.43% | 34.84%-21.4pp | 64.84%-51.4pp | 31.27%-17.8pp |
| Employer contribution / active EE | $5,015 | $1,991+151.8% | $4,675+7.3% | $2,728+83.8% |
| Participant deferral / active EE | $7,668 | $2,824+171.5% | $5,631+36.2% | $4,651+64.9% |
| Admin fee / account holder | $90 | $437-79.5% | $15,885-99.4% | $433-79.3% |