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| Provider | Service type | Compensation |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.4 years Service code 10 · EIN 43-1947695 | Accounting | $14,602 |
Filed as: FIDELITY INVESTMENT OPS CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $12,582 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,105 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,221 | $88,122+172.6% | $141,197+70.1% | $67,582+255.5% |
| Participation rate | 95.6% | 76.5%+19.1pp | 82.5%+13.1pp | 71.3%+24.3pp |
| Annual return | 27.00% | 75.40%-48.4pp | 71.41%-44.4pp | 378.57%-351.6pp |
| Employer contribution / active EE | $2,561 | $3,224-20.6% | $4,736-45.9% | $2,148+19.2% |
| Participant deferral / active EE | $13,359 | $5,958+124.2% | $6,710+99.1% | $3,539+277.4% |
| Admin fee / account holder | $62 | $131-52.5% | $10,265-99.4% | $142-56.3% |