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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 | $76,209+24.2% | $81,370+16.3% | $200,096-52.7% |
| Participation rate | 81.3% | 76.4%+5.0pp | 69.5%+11.8pp | 72.0%+9.3pp |
| Annual return | 15.43% | 15.55%-0.1pp | 24.85%-9.4pp | 34.26%-18.8pp |
| Employer contribution / active EE | $2,578 | $2,807-8.2% | $2,464+4.6% | $3,038-15.1% |
| Participant deferral / active EE | $4,812 | $4,210+14.3% | $3,885+23.8% | $5,090-5.5% |
| Admin fee / account holder | $46 | $146-68.5% | $5,749-99.2% | $269-82.9% |