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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,811 |
Filed as: FIDELITY INVESTMENT INST OPS CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $763 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,428 | $82,188+196.2% | $125,391+94.1% | $64,824+275.5% |
| Participation rate | 97.6% | 77.9%+19.7pp | 82.4%+15.2pp | 71.5%+26.1pp |
| Annual return | -17.03% | 3.50%-20.5pp | 572.41%-589.4pp | 32.84%-49.9pp |
| Employer contribution / active EE | $2,701 | $3,617-25.3% | $4,816-43.9% | $2,507+7.7% |
| Participant deferral / active EE | $16,596 | $7,177+131.2% | $7,448+122.8% | $4,311+284.9% |
| Admin fee / account holder | $59 | $163-63.9% | $10,009-99.4% | $188-68.6% |