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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $15,000 |
Filed as: FIDELITY INVESTMENTS INST OPS CO, I Service code 37 · EIN 04-2647786 | Loan Processing | $11,785 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,382 |
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 | $285,477 | $100,801+183.2% | $149,745+90.6% | $73,412+288.9% |
| Participation rate | 94.8% | 77.7%+17.1pp | 82.5%+12.3pp | 72.2%+22.6pp |
| Annual return | 17.34% | 265.34%-248.0pp | 276.72%-259.4pp | 59.30%-42.0pp |
| Employer contribution / active EE | $2,732 | $3,312-17.5% | $4,646-41.2% | $2,234+22.3% |
| Participant deferral / active EE | $15,701 | $6,404+145.2% | $6,843+129.4% | $3,806+312.5% |
| Admin fee / account holder | $83 | $181-54.3% | $9,312-99.1% | $158-47.7% |