Filed March 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,670 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$78,550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,987 | $65,946+136.5% | $81,783+90.7% | $77,671+100.8% |
| Participation rate | 99.5% | 65.8%+33.8pp | 72.4%+27.2pp | 70.6%+29.0pp |
| Annual return | 16.11% | 26.65%-10.5pp | 775.05%-758.9pp | 31.21%-15.1pp |
| Employer contribution / active EE | $7,940 | $2,371+234.9% | $2,913+172.6% | $2,726+191.2% |
| Participant deferral / active EE | $11,783 | $3,507+236.0% | $4,320+172.7% | $4,648+153.5% |
| Admin fee / account holder | -$97 | $527-118.5% | $7,380-101.3% | $430-122.6% |