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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OPS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $1,743 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,743 |
Filed as: FIDELITY INVEST INST OPS CO INC. Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,315 | $88,324+84.9% | $115,038+42.0% | $55,191+195.9% |
| Participation rate | 94.6% | 72.5%+22.1pp | 81.4%+13.3pp | 69.2%+25.5pp |
| Annual return | 1.86% | 6.30%-4.4pp | 26.14%-24.3pp | 10.78%-8.9pp |
| Employer contribution / active EE | $2,232 | $2,805-20.4% | $4,608-51.6% | $1,899+17.5% |
| Participant deferral / active EE | $10,468 | $5,042+107.6% | $6,026+73.7% | $3,046+243.6% |
| Admin fee / account holder | $4 | $105-95.8% | $8,175-99.9% | $91-95.2% |