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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 43-1947695 500 BOYLSTON STREET · BOSTON, MA 02116 | Accounting | $13,600 |
Filed as: FIDELITY INVESTMENTS INST OPS, CO Service code 37 · EIN 04-2647786 | Loan Processing | $11,502 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,512 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,933 | $80,177+121.9% | $123,894+43.6% | $57,658+208.6% |
| Participation rate | 96.9% | 74.4%+22.4pp | 81.4%+15.5pp | 70.2%+26.6pp |
| Annual return | 8.11% | 17.90%-9.8pp | 47.52%-39.4pp | 5.13%+3.0pp |
| Employer contribution / active EE | $2,297 | $2,913-21.1% | $4,617-50.2% | $1,974+16.4% |
| Participant deferral / active EE | $10,386 | $5,130+102.5% | $5,984+73.6% | $3,061+239.4% |
| Admin fee / account holder | $63 | $106-40.5% | $8,357-99.2% | $95-33.1% |