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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 | $106,264+219.6% | $147,117+130.8% | $77,762+336.7% |
| Participation rate | 99.3% | 78.4%+20.9pp | 82.2%+17.1pp | 70.6%+28.7pp |
| Annual return | 18.95% | 56.94%-38.0pp | 420.54%-401.6pp | 31.27%-12.3pp |
| Employer contribution / active EE | $2,767 | $4,074-32.1% | $4,932-43.9% | $2,728+1.4% |
| Participant deferral / active EE | $16,774 | $8,003+109.6% | $8,065+108.0% | $4,651+260.7% |
| Admin fee / account holder | $210 | $334-37.2% | $12,993-98.4% | $433-51.5% |