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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $25,841 |
WOLF & COMPANY, P.C.10+ years Service code 10 · EIN 04-2689883 | Accounting | $18,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,867 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,724 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,669 | $122,128+43.0% | $147,117+18.7% | $200,096-12.7% |
| Participation rate | 97.8% | 78.2%+19.7pp | 82.2%+15.7pp | 72.0%+25.8pp |
| Annual return | 16.39% | 30.58%-14.2pp | 420.54%-404.1pp | 34.26%-17.9pp |
| Employer contribution / active EE | $4,442 | $4,093+8.5% | $4,932-9.9% | $3,038+46.2% |
| Participant deferral / active EE | $15,268 | $8,484+80.0% | $8,065+89.3% | $5,090+200.0% |
| Admin fee / account holder | $25 | $180-86.3% | $12,993-99.8% | $269-90.8% |