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| Provider | Service type | Compensation |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.3 years Service code 10 · EIN 43-1947695 | Accounting | $14,542 |
Filed as: FIDELITY INVESTMENT INST OPS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $13,840 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC, Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,305 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,057 | $75,388+154.8% | $123,553+55.4% | $55,725+244.7% |
| Participation rate | 94.2% | 75.7%+18.5pp | 82.3%+11.9pp | 70.9%+23.4pp |
| Annual return | -5.18% | 4.48%-9.7pp | 119.21%-124.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $2,304 | $3,063-24.8% | $4,628-50.2% | $2,078+10.9% |
| Participant deferral / active EE | $11,665 | $5,651+106.4% | $6,426+81.5% | $3,356+247.6% |
| Admin fee / account holder | $66 | $120-44.5% | $9,284-99.3% | $115-42.3% |