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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $14,967 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,632 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $5,000 |
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 | $325,577 | $104,497+211.6% | $159,487+104.1% | $79,389+310.1% |
| Participation rate | 94.7% | 76.6%+18.0pp | 82.8%+11.8pp | 70.7%+23.9pp |
| Annual return | 15.81% | 67.98%-52.2pp | 263.71%-247.9pp | 116.89%-101.1pp |
| Employer contribution / active EE | $2,792 | $3,418-18.3% | $4,831-42.2% | $2,428+15.0% |
| Participant deferral / active EE | $17,079 | $6,468+164.0% | $7,354+132.3% | $4,046+322.1% |
| Admin fee / account holder | $47 | $711-93.3% | $10,804-99.6% | $626-92.4% |