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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,787 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,808 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,567 | $89,123+99.2% | $102,460+73.3% | $77,762+128.3% |
| Participation rate | 98.4% | 80.9%+17.5pp | 76.5%+21.9pp | 70.6%+27.8pp |
| Annual return | 17.95% | 25.05%-7.1pp | 29.47%-11.5pp | 31.27%-13.3pp |
| Employer contribution / active EE | $10,926 | $2,700+304.7% | $3,025+261.2% | $2,728+300.5% |
| Participant deferral / active EE | $18,918 | $5,148+267.5% | $5,056+274.2% | $4,651+306.8% |
| Admin fee / account holder | $65 | $236-72.3% | $9,460-99.3% | $433-84.9% |