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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $25,022 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,530 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,192 | $101,591+107.9% | $147,096+43.6% | $74,429+183.7% |
| Participation rate | 93.9% | 75.5%+18.4pp | 82.2%+11.7pp | 67.2%+26.7pp |
| Annual return | 17.97% | 8746.45%-8728.5pp | 419.75%-401.8pp | 1368.38%-1350.4pp |
| Employer contribution / active EE | $3,318 | $3,813-13.0% | $4,936-32.8% | $2,625+26.4% |
| Participant deferral / active EE | $12,471 | $7,302+70.8% | $8,071+54.5% | $4,348+186.8% |
| Admin fee / account holder | $90 | $1,750-94.9% | $13,005-99.3% | $1,944-95.4% |