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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 | $122,258+34.7% | $199,883-17.6% | $64,097+156.9% |
| Participation rate | 94.9% | 79.0%+15.9pp | 86.8%+8.1pp | 55.2%+39.7pp |
| Annual return | 18.95% | 24.91%-6.0pp | 43.81%-24.9pp | 34.64%-15.7pp |
| Employer contribution / active EE | $8,182 | $4,242+92.8% | $6,261+30.7% | $1,891+332.5% |
| Participant deferral / active EE | $18,056 | $6,258+188.5% | $9,138+97.6% | $3,080+486.2% |
| Admin fee / account holder | $174 | $3,882-95.5% | $17,268-99.0% | $3,454-95.0% |