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| Provider | Service type | Compensation |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.3 years Service code 10 · EIN 43-1947695 500 BOYLSTON STREET · BOSTON, MA 02116 | Accounting | $3,900 |
Filed as: FIDELITY INVEST INST OPS CO INC, Service code 37 · EIN 04-2647786 | Loan Processing | $2,752 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $832 |
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 | $666,591 | $89,364+645.9% | $141,177+372.2% | $72,983+813.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.71% | 111.86%-89.1pp | 71.40%-48.7pp | 81.01%-58.3pp |
| Employer contribution / active EE | $21,560 | $3,115+592.2% | $4,736+355.3% | $2,440+783.6% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $68 | $5,959-98.9% | $10,263-99.3% | $5,124-98.7% |