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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 | $79,181+116.1% | $102,423+67.1% | $74,429+129.9% |
| Participation rate | 91.1% | 74.8%+16.3pp | 76.5%+14.6pp | 67.2%+23.9pp |
| Annual return | 22.39% | 54.97%-32.6pp | 29.42%-7.0pp | 1368.38%-1346.0pp |
| Employer contribution / active EE | $3,604 | $2,362+52.6% | $3,023+19.2% | $2,625+37.3% |
| Participant deferral / active EE | $11,974 | $4,416+171.1% | $5,054+136.9% | $4,348+175.4% |
| Admin fee / account holder | $340 | $2,002-83.0% | $9,455-96.4% | $1,944-82.5% |