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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $81,968 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,969 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,003 | $151,161-2.1% | $100,398+47.4% | - |
| Participation rate | 98.5% | 67.4%+31.1pp | 81.5%+17.0pp | - |
| Annual return | 17.50% | 14.07%+3.4pp | 49.32%-31.8pp | - |
| Employer contribution / active EE | $4,875 | $2,538+92.1% | $3,946+23.5% | - |
| Participant deferral / active EE | $16,159 | $4,243+280.8% | $8,084+99.9% | - |
| Admin fee / account holder | $70 | $25,283-99.7% | $7,893-99.1% | - |