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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,013 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,767 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,665 | $76,173+24.3% | $81,438+16.2% | $199,768-52.6% |
| Participation rate | 81.3% | 76.3%+5.1pp | 69.5%+11.8pp | 72.0%+9.3pp |
| Annual return | 15.43% | 15.59%-0.2pp | 24.74%-9.3pp | 34.26%-18.8pp |
| Employer contribution / active EE | $2,578 | $2,792-7.7% | $2,460+4.8% | $3,037-15.1% |
| Participant deferral / active EE | $4,812 | $4,201+14.5% | $3,883+23.9% | $5,090-5.5% |
| Admin fee / account holder | $46 | $146-68.5% | $5,764-99.2% | $269-82.9% |