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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 | $89,093+99.3% | $102,434+73.3% | $77,736+128.4% |
| Participation rate | 98.4% | 80.9%+17.5pp | 76.5%+21.9pp | 70.6%+27.8pp |
| Annual return | 17.95% | 25.03%-7.1pp | 29.46%-11.5pp | 31.26%-13.3pp |
| Employer contribution / active EE | $10,926 | $2,699+304.7% | $3,023+261.4% | $2,728+300.5% |
| Participant deferral / active EE | $18,918 | $5,147+267.6% | $5,055+274.2% | $4,651+306.8% |
| Admin fee / account holder | $65 | $236-72.3% | $9,462-99.3% | $433-84.9% |