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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OPS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $8,912 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,010 |
Filed as: FIDELITY INVEST INST OPS CO, INC. Service code 60 | Sub-TA Fees | $0 |
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 | $502,088 | $72,177+595.6% | $115,038+336.5% | $59,633+742.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 2.00% | 12.02%-10.0pp | 26.14%-24.1pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $19,042 | $2,841+570.2% | $4,608+313.2% | $2,203+764.5% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $93 | $4,927-98.1% | $8,175-98.9% | $4,297-97.8% |