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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $108,467 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $100,000 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,114 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,760 | $122,128+119.2% | $147,117+82.0% | $200,096+33.8% |
| Participation rate | 96.2% | 78.2%+18.0pp | 82.2%+14.0pp | 72.0%+24.2pp |
| Annual return | 21.24% | 30.58%-9.3pp | 420.54%-399.3pp | 34.26%-13.0pp |
| Employer contribution / active EE | $4,219 | $4,093+3.1% | $4,932-14.5% | $3,038+38.9% |
| Participant deferral / active EE | $12,349 | $8,484+45.6% | $8,065+53.1% | $5,090+142.6% |
| Admin fee / account holder | $152 | $180-15.5% | $12,993-98.8% | $269-43.7% |