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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ MAYER HOFFMAN MCCANN, LLC Service code 10 · EIN 43-1947695 500 BOYLSTON STREET · BOSTON, MA 02116 | Accounting | $6,000 |
Filed as: FIDELITY INVESTMENTS INST OPS CO, I Service code 37 · EIN 04-2647786 | Loan Processing | $5,764 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS , INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,506 |
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 | $498,371 | $76,551+551.0% | $123,894+302.3% | $62,881+692.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.24% | 18.68%-12.4pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $19,427 | $2,882+574.0% | $4,617+320.8% | $2,281+751.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $125 | $4,826-97.4% | $8,357-98.5% | $4,296-97.1% |