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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INST OPS CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $1,738 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $895 |
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 | $578,259 | $82,674+599.4% | $125,363+361.3% | $68,495+744.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.28% | -5.97%-11.3pp | 572.15%-589.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $24,505 | $3,382+624.6% | $4,815+409.0% | $2,596+843.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $44 | $6,276-99.3% | $10,005-99.6% | $5,403-99.2% |