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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OPS CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,269 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $648 |
MAYER HOFFMAN MCCANN P.C.4 years Service code 10 · EIN 43-1947695 | Accounting | $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 | $745,013 | $98,766+654.3% | $149,730+397.6% | $79,852+833.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.94% | 27.43%-13.5pp | 276.70%-262.8pp | 31.72%-17.8pp |
| Employer contribution / active EE | $23,099 | $3,217+618.1% | $4,645+397.3% | $2,471+834.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $23 | $6,052-99.6% | $9,310-99.8% | $5,306-99.6% |