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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,348 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $694 |
Service code 59 | Shareholder Servicing | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,201 | $89,093+22.6% | $102,434+6.6% | $77,736+40.5% |
| Participation rate | 97.0% | 80.9%+16.1pp | 76.5%+20.5pp | 70.6%+26.4pp |
| Annual return | 13.82% | 25.03%-11.2pp | 29.46%-15.6pp | 31.26%-17.4pp |
| Employer contribution / active EE | $6,316 | $2,699+134.0% | $3,023+108.9% | $2,728+131.6% |
| Participant deferral / active EE | $9,793 | $5,147+90.3% | $5,055+93.7% | $4,651+110.6% |
| Admin fee / account holder | -$6 | $236-102.6% | $9,462-100.1% | $433-101.4% |