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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $55,673 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,152 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,636 | $128,603+28.0% | $197,124-16.5% | $67,986+142.2% |
| Participation rate | 94.9% | 81.7%+13.2pp | 86.7%+8.2pp | 57.2%+37.7pp |
| Annual return | 18.95% | 23.77%-4.8pp | 44.34%-25.4pp | 31.67%-12.7pp |
| Employer contribution / active EE | $8,182 | $4,379+86.8% | $6,227+31.4% | $2,019+305.3% |
| Participant deferral / active EE | $18,056 | $6,840+164.0% | $9,135+97.7% | $3,358+437.7% |
| Admin fee / account holder | $174 | $3,035-94.3% | $16,298-98.9% | $3,203-94.6% |