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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 | $76,172+24.3% | $81,286+16.5% | $199,921-52.6% |
| Participation rate | 81.3% | 76.2%+5.1pp | 69.5%+11.8pp | 72.0%+9.3pp |
| Annual return | 15.43% | 15.59%-0.2pp | 24.80%-9.4pp | 34.28%-18.9pp |
| Employer contribution / active EE | $2,578 | $2,800-7.9% | $2,463+4.7% | $3,035-15.1% |
| Participant deferral / active EE | $4,812 | $4,200+14.6% | $3,883+23.9% | $5,089-5.4% |
| Admin fee / account holder | $46 | $146-68.5% | $5,764-99.2% | $269-82.9% |