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| Provider | Service type | Compensation |
|---|---|---|
SETAWAY LLC3 years Service code 16 · EIN 45-5055797 | Consulting | $8,910 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS IN Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,835 |
Service code 37 · EIN 04-2647786 | Loan Processing | $638 |
Filed as: FIDELITY INVESTMENTS INSTITUTION Service code 60 | Sub-TA Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,145 | $58,895+229.6% | $178,503+8.8% | $73,497+164.2% |
| Participation rate | 96.3% | 66.2%+30.0pp | 81.9%+14.3pp | 70.7%+25.6pp |
| Annual return | 20.61% | 24.86%-4.3pp | 151.12%-130.5pp | 28.51%-7.9pp |
| Employer contribution / active EE | $6,854 | $2,236+206.6% | $5,011+36.8% | $2,270+201.9% |
| Participant deferral / active EE | $5,363 | $2,567+108.9% | $5,202+3.1% | $3,740+43.4% |
| Admin fee / account holder | $135 | $400-66.2% | $13,987-99.0% | $513-73.6% |