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 | $65,960+136.5% | $81,844+90.6% | $77,736+100.7% |
| Participation rate | 99.5% | 65.8%+33.8pp | 72.4%+27.2pp | 70.6%+29.0pp |
| Annual return | 16.11% | 26.64%-10.5pp | 778.87%-762.8pp | 31.26%-15.2pp |
| Employer contribution / active EE | $7,940 | $2,375+234.3% | $2,916+172.3% | $2,728+191.1% |
| Participant deferral / active EE | $11,783 | $3,505+236.2% | $4,323+172.5% | $4,651+153.4% |
| Admin fee / account holder | -$97 | $526-118.5% | $7,355-101.3% | $433-122.4% |