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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 | $122,219+42.9% | $147,096+18.7% | $199,921-12.6% |
| Participation rate | 97.8% | 78.3%+19.6pp | 82.2%+15.7pp | 72.0%+25.8pp |
| Annual return | 16.39% | 30.59%-14.2pp | 419.75%-403.4pp | 34.28%-17.9pp |
| Employer contribution / active EE | $4,442 | $4,096+8.4% | $4,936-10.0% | $3,035+46.3% |
| Participant deferral / active EE | $15,268 | $8,503+79.6% | $8,071+89.2% | $5,089+200.0% |
| Admin fee / account holder | $25 | $179-86.2% | $13,005-99.8% | $269-90.8% |