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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $42,823 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,734 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,018 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,136 | $79,223+116.0% | $102,460+67.0% | $74,478+129.8% |
| Participation rate | 91.1% | 74.8%+16.3pp | 76.5%+14.6pp | 67.2%+23.9pp |
| Annual return | 22.39% | 54.98%-32.6pp | 29.47%-7.1pp | 1370.56%-1348.2pp |
| Employer contribution / active EE | $3,604 | $2,363+52.5% | $3,025+19.1% | $2,626+37.2% |
| Participant deferral / active EE | $11,974 | $4,417+171.1% | $5,056+136.8% | $4,350+175.2% |
| Admin fee / account holder | $340 | $2,003-83.0% | $9,460-96.4% | $1,946-82.5% |