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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OPS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,123 |
Service code 10 · EIN 43-1947695 500 BOYLSTON STREET · BOSTON, MA 02116 | Accounting | $2,000 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $527 |
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 | $588,573 | $85,766+586.3% | $136,298+331.8% | $70,126+739.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.45% | 31.46%-14.0pp | 5156.27%-5138.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $20,500 | $2,966+591.2% | $4,696+336.6% | $2,343+775.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $44 | $5,421-99.2% | $9,244-99.5% | $4,645-99.1% |