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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OPS CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $39,879 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,714 |
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 | $339,600 | $106,164+219.9% | $147,041+131.0% | $77,692+337.1% |
| Participation rate | 99.3% | 78.4%+20.9pp | 82.2%+17.1pp | 70.6%+28.7pp |
| Annual return | 18.95% | 56.81%-37.9pp | 419.21%-400.3pp | 31.25%-12.3pp |
| Employer contribution / active EE | $2,767 | $4,066-32.0% | $4,935-43.9% | $2,726+1.5% |
| Participant deferral / active EE | $16,774 | $7,993+109.9% | $8,071+107.8% | $4,648+260.9% |
| Admin fee / account holder | $210 | $338-37.8% | $13,006-98.4% | $431-51.2% |