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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OPS CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $12,436 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $434 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $792,777 | $102,382+674.3% | $147,005+439.3% | $80,874+880.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.55% | 134.89%-118.3pp | 418.76%-402.2pp | 35.62%-19.1pp |
| Employer contribution / active EE | $28,247 | $3,715+660.4% | $4,934+472.5% | $2,756+925.1% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $126 | $7,942-98.4% | $13,006-99.0% | $6,935-98.2% |