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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,536 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$35,227 |
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 | $366,319 | $122,239+199.7% | $184,200+98.9% | $74,546+391.4% |
| Participation rate | 96.2% | 85.5%+10.7pp | 86.8%+9.3pp | 67.2%+28.9pp |
| Annual return | 21.77% | 19.95%+1.8pp | 28.80%-7.0pp | 1366.03%-1344.3pp |
| Employer contribution / active EE | $5,769 | $4,537+27.1% | $6,424-10.2% | $2,624+119.8% |
| Participant deferral / active EE | $17,147 | $7,139+140.2% | $9,132+87.8% | $4,347+294.4% |
| Admin fee / account holder | $185 | $1,260-85.3% | $13,907-98.7% | $1,944-90.5% |